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Supplemental Executive Retirement Plans (SERPs)

Many of our trusted clients put in place SERP Plans to attract, retain, and reward their most prized asset.... Their top executives.

SERP Plans are Non-Qualified pension plans for top executives which, when designed and funded properly, will have minimal to positive effect to an institutions earnings, and create a positive and professional work environment.

A properly designed SERP can:

  • RestoreTop Hat shortfalls
  • Help you attract key people to your organization
  • Serve as an effective handcuff to help you retain your best and brightest


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