Strengthening leadership continuity.
As more CEOs approach retirement, the need to retain and attract capable leadership has never been more critical. Providing a 457(f) Plan as a component of your executive compensation package can help you compete against banks and other institutions. Plan payouts are set by you and distributed upon vesting, helping you maintain the strategic leadership you need to succeed.
Benefits for You
- Customize the payout amounts and funding solutions—without IRS contribution limits
- Select payout options based on length of service, retirement, disability or other milestones to align with your retention goals
- Rely on dedicated compliance support and monitoring, including a yearly review of your plan
- Read an excise tax update for 457(f) Plans
Every situation is different. You can trust our non-commissioned specialists to help you tailor a plan that supports your leadership continuity goals. To request your no-cost consultation, call 800.798.0770, extension 665.8507.
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