EXECUTIVE & DIRECTOR BENEFITS CONSULTING
Equias Alliance, LLC
| Market Profile | Program Advantages | Program Contacts |
Other Endorsed Solutions from Equias Alliance:
| BOLI Portfolio Solutions |
| Administration of BOLI and Executive & Director Nonqualified Benefit Plans |
| Risk Assessment Review of BOLI and Executive & Director Benefit Plans |
Banks utilize nonqualified benefit programs to attract and reward top executives and directors. Without such programs, bank executives typically retire with a lower wage replacement ratio than desired. Supplemental Executive Retirement Plans (i.e. SERP's) and other nonqualified deferred compensation arrangements help restore such retirement shortfalls. Such programs can be tied to the bank's performance and therefore serve as a powerful motivational tool for the plan participants since increases in plan benefits depend upon the attainment of organizational and/or individual objectives.
Equias Alliance provides strategic and technical services to help identify the bank's plan objectives and can tailor the benefit plan program(s) specifically to meet those objectives. Equias Alliance will also assist the bank with quantifying benefit shortfalls, evaluating the economic and financial statement impact of the benefit program(s), assist with regulatory compliance and plan documentation, as well as recommend appropriate financing strategies. Equias Alliance will also assist in the implementation of the program(s) and can provide ongoing administrative services.
BENEFIT PROGRAMS
Supplemental Retirement Plans (Director and Executive):
- Defined Benefit (e.g. Supplemental Executive Retirement Plan)
- Defined Contribution (e.g. Deferred Compensation)
- Performance Driven
Death Benefit/Supplemental Insurance/Welfare Benefit Plans:
- Survivor Income
- Endorsement Split Dollar
- Group Term Carve-out
MARKET PROFILE
Financial institutions of any size seeking strategic solutions to attract and reward top executives and directors and/or nonqualified benefit plan administration.
PROGRAM ADVANTAGES
- Helps restore retirement income shortfalls
- Provides meaningful incentives to attract and reward top executives and directors
- Supports strategic objectives when aligned with measurable benchmarks
- Offers tax-deferral of income
- Experienced team of consultants and team members providing strong technical and compliance support
PROGRAM CONTACTS
Equias Alliance, LLC
8000 Centerview Parkway, Suite 525
Memphis, TN 38018
Contact: David Shoemaker, CPA/PFS, CFP, President
(901) 754-4924
E-mail: dshoemaker@equiasalliance.com
Web site: www.equiasalliance.com
David Shoemaker is a registered representative of and securities are offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance, LLC is independent of ProEquities, Inc.
CAB CONTACT PERSON
Monica Condon Tel: (202) 663-5475
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