Consulting Services
Get Expert Guidance
We’re ready to support your organization with a wide range of executive and employee benefit consulting services.
Because of our specialized, industry-focused approach, you can count on the insight of financial experts who have extensive, successful track records of helping credit unions, health care providers and charitable organizations.
Our Solutions Include:
Review of Your Current Plan
Our consultants can evaluate your existing supplemental executive retirement plans (SERPs) and support a variety of needs, including:
Risk management review
Due diligence and compliance assessments
Responding to a program’s underperformance
Addressing financial challenges resulting from leadership changes
Stress-testing and financial modeling
Redesigning a plan to optimize financial results
Management Compensation Consulting
Creating a successful organization starts at the top. Let us help with the complexities around recruiting, retaining and rewarding your executive leadership. Our areas of expertise include:
Executive compensation
Industry benchmarking
Performance reviews
Contracts
Gap assessments
Incentive plans
Reasonableness testing
Succession planning
Education
Help your board and executive team stay informed about key topics related to executive compensation, compliance, vendor selection and best practices. Contact us to learn about our fee-based educational programs, which can be tailored to your organization’s needs.
It All Starts With a Conversation
Together, we will discuss your needs and compare your options. Then, we will provide a no-strings-attached proposal based on your specifications.