BRIDGING THE RETIREMENT GAP

Government limits on employee and employer contributions to tax-favored qualified plans often leave employees facing a retirement gap that they need to bridge. These government rules can leave your top executives with a significant gap when they are only able to replace 30-50 percent of their salary. That is not enough to sustain their current standard of living.

 

A supplemental executive retirement plan (SERP) gives you a great way to increase their retirement savings and communicate how valued they are to your organization.

A SERP allows your domestic and international employees to save more income than they are able to with a qualified plan. In order to avoid restrictive requirements of a qualified ERISA plan, you may informally fund a nonqualified plan or even leave

the option unfinanced.

Our team will work with you to find the best funding method based on your organization and the degree of risk that

works for your executives.

Office: 651-209-2665

Fax: 651-209-2669

7835 3rd St N, Suite 107
Oakdale, Minnesota 55128

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