Expertise - Key Employee Retention and Reward Plans

Executive Benefits

Supplemental Executive Retirement Plans (SERPs) are considered Non-Qualified executive benefit arrangements. Unlike qualified plans, like 401(k)s or 403(b)s, employers may choose to only include key people. SERPs are highly customizable to meet the individual goals of the key person being rewarded.
Executive benefit plans are used by for-profit and non-profit organizations to protect their human capital. Studies show over half of American executives are expected to retire within the next five years. As a result, directors and executives alike list recruitment and retention as their top concerns when looking to the future.
With over 75 years of combined experience in this specialization, Modern Capital Executive Solutions will guide you toward keeping and growing your talent pool while maintaining the safety and soundness of your balance sheet.

Non-Qualified Deferred Compensation Plans for For-Profits - IRC 409A

Non-Qualified Deferred Compensation Plans for Non-Profits - IRC 457

Loan Regime Split Dollar (LRSD) & Collateral Assignment Split Dollar (CASD) - IRC 7872

Incentive and Bonus Plans - IRC 162 and 83 Restricted Bonus Arrangements

All of these plan options can be funded by the Employer, Employee, and/or Both.

Interested in Learning More?

The best way to get started is to schedule an informal discovery call where we discuss at a high level your challenges and what you wish to accomplish.

Our client relationships often start with an educational session (which may include your leadership team, board of directors, or both) to explain how the different types of plans work.

Ready to send a RFP/RFI? Interested in an informal discovery call and/or educational session?