Executive Benefits
A holistic benefit strategy can help you attract and keep top talent.
Aligning the strategic goals of your organization with your retirement plan offering is essential to a comprehensive benefits program. Your SRP advisory team will collaborate with you to design and implement an Executive Benefits Plan that aligns with your strategic goals to recruit, retain, and reward key talent.
“Attracting, retaining, and rewarding key staff begins with a vision and ends with executing and maintaining a creatively tailored executive benefits plan.”
— Jamie Worrell
SRP Managing Director
How We Help
Traditional 401(k) and 403(b) contribution limits can create retirement funding gaps for executives and generally lack the ability to creatively attract, secure, and motivate key contributors to help an organization thrive and grow. SRP has the experience and resources to help you imagine and execute a custom plan to address the unique needs of your organization.
Types of Plans We Serve:
Nonqualified Plans
457(b)/457(f) Plans
Supplemental Executive
Retirement Plans (SERPs)
Benefit Restoration Plans (BRPs)
Split Dollar/Loan Regime Arrangements
Long Term Incentive Plans
Executive Financial Planning Benefits
SRP services focus on enhancing driving value for employers and employees:
- Vendor search and selection support process
- Plan conversion and implementation support
- Employee Education and Support
- Investment Selection and Monitoring
- Regular Plan reviews
- Asset and Liability assessment
- Plan Financing review
With SRP as a fiduciary partner, you’ll be free to focus on what you do best.
Relax, we’ll take it from here.
This information is not intended as authoritative guidance or tax or legal advice. You should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.