Feel more productive, reduce stress and save time by taking advantage of these financial benefits through Goldman Sachs Ayco. Career Band 11 executives are eligible for Personal Planning services, while executives in Bands 12 and 13 can access Executive Wealth services. Both are completely confidential.
What’s Included:
BAND 11
- Dedicated phone advisor
- Comprehensive education, planning, reporting, and tools
- Annual tax projections plus one non-resident state
- Annual personal financial plan
BAND 12
All Band 11 services plus:
- Dedicated in-person advisor
- Sophisticated planning, reporting, full-service implementation, document review, and custom investment options
- Quarterly tax projections including multiple states
BAND 13
All Band 11 and 12 services plus:
- Income and state residency tax preparation
Your Cost:
Thermo Fisher pays for the services noted under each Band above. If you wish to purchase more comprehensive services, you can do so as follows:
- Executives in Band 11 can buy up the services noted for Bands 12 and 13
- Executives in Band 12 can buy up Band 13 tax services
The IRS requires you to pay taxes on the value of the employer-provided financial services you enroll in. The value of this coverage, called imputed income, will be included in your wages on a pro-rated basis.
How to Participate
For colleagues in Band 11
You can email Goldman Sachs Ayco at [email protected] to receive electronic enrollment materials or call 1-877-768-2688.
For colleagues in Bands 12 & 13
A regional Goldman Sachs Ayco advisor will contact you directly. If you’d like to get started right away, you can email Goldman Sachs Ayco at [email protected] or call 1-518-464-2252.
