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Supplemental Executive Retirement Plans

A Supplemental Executive Retirement Plan (SERP) is an agreement between an employer and a key executive, where the employer agrees to provide either a stated amount of retirement income or a set contribution amount to the executive, who may have contributed the legal maximum to their qualified plan contributions.

For any SERP, the benefits may be subject to a vesting schedule (cliff vesting or graded vesting) to increase the retentive nature of the plan. Additional features may also be built into the SERP plan, including:

  • Pre-retirement death benefits
  • Cost of Living Adjustments (COLA)
  • Change of ownership / change of control provisions
  • Rabbi Trust or Springing Rabbi Trust

Typical Objectives:

  • Attract, retain and reward key executives who remain with the organization
  • Provide supplemental retirement income for key executives
  • Act as a “golden handcuff”

View a demo video of our plan admin system.

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