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Executive Benefits

Executive benefits enable you to selectively reward key employees and executives of your business. These benefits help you to attract the key executives who will contribute to your company’s growth and profitability. A well-designed executive benefits program provides incentives that help retain your key employees and executives for the longest possible time.
Executive Benefits

We design, implement and administer executive benefit plans that supplement restrictive qualified retirement and group insurance plans. We create executive benefit plans that are cost-efficient and effective. These plans include:

Salary Continuation Plans

Split Dollar Insurance Plans

Deferred Compensation Plans

Supplemental Executive Retirement Plans (SERP)

Executive Bonus Plans

Executive Group Term
Carve Out Plans

Our programs are designed to meet your executives’ personal needs and
goals within the context of your overall corporate financial goals.

Employee stock options and programs like 401(k) plans are a good start, but they may not meet the financial expectations of the most talented executives. Executive employees want to enjoy a rewarding, worry-free retirement, pay for their children’s college education, and establish sound financial security. They participate in retirement programs to make these dreams realities. Due to government limitations, executives may not be able to achieve these lifestyle goals through your current benefit programs. We are chosen as trusted corporate advisors because we carefully evaluate current costs and benefits, and explore possibilities for better, more efficient programs that help executives reach and protect their financial goals.


As more and more Americans have become responsible for their own retirement, 401(k) plans have addressed an important need. For many executives, however, the yearly investment limit is far too restrictive to fulfill their needs. Deferring compensation can be a solution to limitations in traditional qualified plans. Non-qualified deferred compensation plans can be designed to mirror familiar features of basic 401(k) plans, but without the cap on the dollar amount saved or contributed. These plans allow deferral of various forms of pay, including base, bonus, commissions, and special incentives. More flexible payout schedules can be arranged as well.


Supplemental Executive Retirement Plans solve retention and motivation problems, helping to retain executives who are much needed for the continuity of your corporation’s success.

These types of plans are commonly called “non-qualified” because they cannot meet the broad coverage rules that are necessary to secure the special tax treatment afforded to tax-qualified retirement plans.