Retirement Compensation Funding



Funding Solutions | SERPPlus 

SERPPlus - Retirement Security for Executives with Cost Recovery for Shareholders in Public Corporations

  The Situation:

You and others are key employees of a Public Corporation with a Supplemental Executive Retirement Plan (SERP) that is both unsecured and unfunded. The Corporation would likely be willing to remove these anxieties if the investment inefficiencies of Retirement Compensation Arrangements (RCAs) were mitigated, there were cost savings to the Corporation and, benefits to Shareholders

  The Solution: 
  RcF's SERPPlus™  provides security of accrued SERP liabilities funded at retirement, substantially reduced cash flow costs over "pay-as-you-go" and provides cost recovery to Shareholders.


  This material is for information purposes only and should not be construed as legal or tax advice. Every effort has been made to ensure its accuracy, but errors and omissions are possible. Individual circumstances may vary and specific legal and tax advice is recommended.

This strategy is based on current tax legislation. Future tax changes and market conditions may affect this program


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