Corporate employees

For corporate employees whose benefits have become part of the wealth picture.

This is for corporate employees at different career stages whose retirement accounts, RSUs, ESPP shares, company stock, deferred compensation, and taxable investments need to be considered together.

Who should click here

If your career has created several financial systems, start here.

This path is for corporate employees whose financial decisions extend beyond any one workplace benefit. Depending on eligibility, you may be coordinating a 401(k), a self-directed brokerage option, RSUs, ESPP shares, company stock, deferred compensation, taxable investments, and tax considerations across the household. Not every plan or award applies to every employee.

Eight employer benefit guides. Scroll to browse the full list, then select your company.

01

L3Harris

Benefits page

Follow the retirement savings plan, possible LHX stock exposure, and your eventual exit decision.

02

Home Depot

Benefits page

Separate associate benefit eligibility from executive-only awards and build a document checklist.

03

Lumen Technologies

Benefits page

Connect payroll savings, Thrive Together benefits, legacy eligibility, and your employment transition.

04

Microsoft

Benefits page

Organize stock-award vesting, ESPP purchase windows and retirement decisions by date.

05

Micron

Benefits page

Map the overlap among pay, discretionary equity, retirement savings and household assets.

06

Northrop Grumman

Benefits page

Identify the savings or legacy pension lane before projecting retirement income.

07

FedEx

Benefits page

Begin with the FedEx entity that employs you, then follow the matching benefits documents.

08

Duke Energy

Benefits page

Connect RSP contributions, any pension election, and family coverage to your retirement timeline.

South Florida public-sector executives follow a different path.

For South Florida public-sector executives, the FRS Pension Plan or Investment Plan, retirement timing, deferred compensation where available, and other household assets can raise different income questions. Plan participation and eligibility must be verified.

Explore South Florida public-sector executives