The SERP exchange: a win-win compensation and benefits strategy

Article Abstract:

A case study which describes the disadvantages of supplemental executive retirement plans (SERPs) is presented. The value of SERPs may not be passed on to future generations because they are taxed by as much as 70% of their amount just like other retirement plans. The SERP exchange will circumvent this handicap by trading future income for tax-advantaged future assets which can then be passed to heirs. These exchanges are contractual agreements wherein employees forfeit a specific amount in SERPs for an equivalent amount of life insurance payments made by the employer.

Compensation and benefits, Executives, Executive compensation, Supplemental executive retirement plans

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New COLI, HSA, and post-retirement needs

Article Abstract:

A review on Corporate-Owned Life Insurance (COLI), employee medical care and post-retirement medical expenses is reported. Existing benefit arrangements that comply with the laws can be used to maximize benefits to the employer and employee and effectively address the employment community needs.

Evaluation

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Pension back management: necessary and desirable

Article Abstract:

Guidelines and methods for employee pension risk management are presented.

Asset & Risk Management, Methods, Risk management, Simplified employee pensions

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