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:
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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
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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
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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.