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Executive Benefits

Executive benefit plans are an attractive way to recognize, retain and reward top talent. By design these plans are selective in nature and can be provided to the “key” people in an organization. Government limits and restrictions on the amount that employees and employers may contribute towards qualified retirement plans, such as an IRA, 401(k) or 403(b) leave many highly compensated executives – usually your top key people – without enough retirement income to sustain their current standard of living. These plans are designed to provide additional income and/or benefits to those people who are key to your organization.

The Process

We work closely with our clients to develop a customized strategy that recognizes and rewards top talent. Common objectives are:

  • Provide additional income on a tax favored basis
  • Recognize exceptional performance
  • Retain a key employee through “Golden Handcuffs”
  • Indemnify the organization if a key executive dies
  • Provide post retiree benefits

The Programs

  • 409A Deferred Compensation Plan
  • 457(b) & (f) Deferred Compensation Plans
  • Supplemental Executive Retirement Plan
  • 162 Executive Bonus
  • Loan Arrangements
  • Executive Disability
  • Executive Long Term Care
  • Key Person Life Insurance
  • Premium Financing
  • Life Settlement Options & Estate Maximization Plans
  • Legacy Life Insurance
  • Succession Plans
Headquarters – Connecticut Office
135 South Road
Farmington, CT 06032
Phone: 1-860-409-7520
Toll Free: 1-800-388-9771
Email: CT@schustergroupne.com
* Rhode Island Office
600 Putnam Pike, Suite 10A
Greenville, RI 02828
Phone: 1-401-588-2570
Toll Free: 1-800-388-9771
Email: RI@schustergroupne.com
* Massachusetts Office
5 Mount Royal Ave, Suite 210
Marlboro, MA 01752
Phone: 1-508-481-0025
Toll Free: 1-800-388-9771
Email: MA@schustergroupne.com
* Medical, Dental, Life and Disability coverage only. Securities business is not conducted at these locations.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/ SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra AS. The Schuster Group is a member firm of BenefitPartners. Kestra IS and Kestra AS are not affiliated with The Schuster Group, BenefitPartners, The Alliance for Non-profit Growth and Opportunity, Inc. (TANGO) or any other entity listed. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.