This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

Equias Alliance, an NFP Company: Executive & Director Benefits Consulting


"Peapack-GladstoneEquias Alliance Bank has been working with principals of Equias Alliance since 2001 and considers the Equias team to be trusted advisors. They have been outstanding in making sure our BOLI and benefit plans are beneficial to the Bank and are in line with regulatory guidance. We value our collaborative relationship highly."

-Jeffrey J. Carfora
Senior Executive Vice President
Peapack-Gladstone Bank

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.

MARKET PROFILE: Financial institutions of any size seeking strategic solutions to attract and reward top executives and directors and/or nonqualified benefit plan administration.




 

 Solution

 

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


Learn more at: www.equiasalliance.com




 
 

 Provider

 

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.

See more about Equias Alliance




 
 

 Benefits

 

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




 
 

 Resources

 
 

 Contacts

 

​ABA Contact

Equias Alliance Contact



 
 

 Due Diligence Report

 

Due diligence reports  are currently available on select solutions and for bank members only.
Get Report.
 

 Learn About Endorsed Solutions

 

In a rapidly changing landscape, banks turn to the proven expertise of ABA Endorsed Solutions for the most advanced technologies and products to grow their business, cut costs, and transform the customer experience.

​Questions? Please contact Jackie Lucas for more information.