Executive Strategies

Recruit top talent and incentivize your executives.

Executive Strategies

Executive Strategies

Our executive strategies team will help you develop tools to recruit and retain top talent. These strategies can be complex and fall outside the Employee Retirement Income Security Act (ERISA) guidelines. Thus, these strategies are exempt from discrimination and top-heavy testing that other qualified plans are subject to complete. If you are considering these strategies, our team can offer a consultation to ensure we understand your business structure, goals, and budget.

Strategies

Executive Strategies

Common Executive Retention Strategies

  • Executive Bonus

  • Deferred Compensation

  • Split-Dollar Life Insurance

Common Executive Strategies