Customized Supplemental Executive Retirement Plans

Supplemental Executive Retirement Plans

AUM
0 M+
Executive Retention Rate
0 %
Employee Benefits Cost Savings
0 %
Pre-retirement Income Replacement
0 %

Retaining and rewarding top executive talent is essential for credit unions aiming to thrive and succeed. Gateway Services Group (GSG) specializes in designing and managing customized supplemental executive retirement plans (SERPs) tailored specifically for credit unions, offering a critical competitive advantage in attracting, rewarding and retaining your most valuable leaders.

Our experienced executive benefits team provides:

Enhance Your Existing Executive Compensation Plans

GSG excels in refining and optimizing existing SERP strategies, including 457(f) and split-dollar plans. Our expertise helps your credit union achieve greater tax efficiency and financial outcomes, creating significant benefits for both your executives and your organization.

Innovative Funding Strategies to Maximize Yields

Given today’s low-interest-rate environment, credit unions are challenged to generate meaningful yields on their safest and most liquid assets. GSG’s cash alternative strategies, including corporate-owned life insurance (COLI), offer higher current yields without compromising safety or liquidity. This approach is highly effective in enhancing financial returns, benefiting both your credit union and key executives.

Ready to Strengthen Your Executive Retention Strategy?

Schedule a free consultation with GSG to explore how our supplemental executive retirement plans can significantly enhance your credit union’s executive compensation approach.