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.