Executive Benefits
Recruit Talent. Retain Quality. Reward Loyalty.
Give Your Leaders A Strong Reason To Stay
Why Frost Executive Benefits?
Is a SERP for You?
Learn the benefits of both 457(f) and Split-Dollar plans.
No Off-the Shelf Plans.
In fact, we don’t have a shelf. All plans are fully customizable to meet your needs and budget.
Recruit? Retain? Reward? Yes.
Whatever your goals (and those of your executives), we're here to make them happen.
Regulatory Compliance Concerns?
That's our specialty. Whether it's the NCUA or IRS, we're tied in, so you can go about your business.
Helping you build Executive Benefit plans to recruit, retain, and reward top-notch talent.
Our Executive Benefit Plan services are exclusively for Credit Unions. The focus is on Supplemental Executive Retirement Plans (SERP’s), which can provide the highest tax-free income to a specific executive or executive team, either before or after retirement. We also design Expense-Offset Plans and specialized Director benefits.
Education
Your decision-makers move forward with confidence when they are knowledgeable.
Get informed in plain English
Plans
You want customization. We get it. 457(f)? Split-dollar? Experience tailored plans to fit your needs..
Unique. Just Like Your Credit Union.
Compliance
We know what regulators want, today and ongoing. Their preferences can be a moving target.
We Keep You Informed
Service
Credit Unions leave other providers to come to us. We have never lost a client to a competitor.
Earning Your Loyalty. Continuously.
