Lilly employees have a rich benefit plan – filled with many options. Some options may be helpful in reaching your goals, others may not.

We incorporate your benefit options into your custom financial plan to help you select the benefits that support your values, needs, and goals. Some Eli Lilly specific topics we consider include:

  • Stock Awards: Restricted Stock Units (RSU), Performance Awards (PA), and Shareholder Value Awards SVA)
  • Health Plan Analysis: HRA vs. HSA (pros and cons)
  • Pension Planning: Part A, Part B, Transition Group
  • 401(k) Analysis: Selecting investment options, optimal contribution rates
  • Concentrated Stock: Diversification and tax-friendly strategies (NUA)