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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.

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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.

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