Supplemental Executive Retirement Plans

At Sinclair Risk & Financial Management, we provide companies with a number of solutions that help reward and retain top executives. One of these solutions is the implementation of a Supplemental Executive Retirement Plan (SERP).

A SERP is a non-qualified deferred-compensation agreement between a company and select key employees in which the company agrees to provide a specified benefit amount at retirement, or in the event an employee dies, becomes disabled, or employment is terminated. There are no IRS restrictions or approval, nor are there any government forms or reports. Administration is kept to a minimum, and there are no required plan provisions. Even better, the plan can be custom tailored to each participant.

A SERP helps to enhance financial statements, maximize shareholder value, and future growth opportunities.

Rethinking employee retirement plans.
Sinclair’s financial planning advisors will help determine if a SERP is aligned with your company’s goals, and assist you in all aspects of plan design, implementation, and financial modeling. We can also design an individual communication program and prepare personalized benefit statements for your executives. Contact us at 203.265.0996, email us, or return the form on this page.