Businesspeople discussing paperwork

Retain, reward and
recruit key talent 

In a tightening job market, it’s more difficult to attract and retain the top talent that small businesses rely on for success.

Executive Benefit Planning Tool

Answer a few questions to find strategies that may work for your client. Use our tool.

Evaluate business needs

  • A plan to attract and retain top talent
  • Rewards for exceptional performance
  • Supplemental retirement plans for owners and selected employees
  • Cost-efficient employee incentives

Put a plan in place

  • Losing key employees to competitors may impact revenue, employee morale, and customer relations.
  • Competitors may be better positioned to retain, reward and recruit from the same talent pool.

Consider these planning solutions

A Supplemental Executive Retirement Plan (SERP)

An executive bonus plan

A split dollar plan