by Alex Staron | Oct 14, 2021 | Blogs
Even the most modern and innovative organizations face significant competition when recruiting and retaining key leadership. Supplemental Executive Retirement Plans (SERPs), which provide retirement benefits above and beyond traditional plans like 401(k)s and IRAs,...
by Alex Staron | Jun 1, 2019 | Blogs
The executive talent pool is as competitive today as it is depleted. Organizations are keenly aware they need to demonstrate tangible and financially driven ways to recognize talent for their value and contributions to their organizations…or face losing them....
by Alex Staron | Mar 31, 2019 | Blogs
Summary Split-Dollar is not a type of insurance but a method for two parties (often organizations and their employees) to purchase and share the benefits of one or more life insurance policies. These arrangements have been used for decades as a way for organizations...
by Alex Staron | Mar 31, 2019 | Blogs
Summary Executive Bonus Plans result in compensation includable in the executive’s current income. However, once the funds are paid to the life insurance policy as a premium, they have growth potential and can be accessed without additional taxation1. This...
by Alex Staron | Mar 31, 2019 | Blogs
Summary Deferred compensation plans are a promise by an organization to pay specific benefits (typically in a lump sum) to an executive in the future. These arrangements commonly involve vesting provisions where the executive must remain employed with the organization...
