deferred compensation
plan consulting
DEFERRED COMPENSATION PLAN BENEFITS
- Our well-balanced deferred compensation strategies exceed expectations from board rooms to C-suites to HR.
- We understand the intricacies of deferred compensation and will help your organization design and implement a plan that considers income generation, positioning for hiring and retention, tax implications, regulatory and compliance issues, all while being cost-effective.
- Through our proprietary client portal, MINTS, you have 24/7 access to plan documents, research and reports, and compliance/due diligence documentation. Your information is only a click away.

knowledge center

Improving CEO and Board Member Communications
When people think of board member and credit union communication, many may initially think of conflict. The most successful credit […]

Communicating with Established Board Members
Communication within the board room is essential to the success of your credit union. While it may be easy to […]

Frequently Asked Questions about CUOLI
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major […]