Executive Benefit Plans

Recruit and retain the best and brightest.

The right talent can take your company mission and vision to new heights and help you achieve goals you didn’t think were possible. A well-structured executive benefit plan can be the differentiator you need to build that competitive advantage.

Executive benefit plans allow an employer to provide incentives to one or more select employees, which can offer more flexibility in plan design and resolve benefit-limitation issues.

Our team can help you select and design a cost-effective plan that meets your executives’ needs within the context of your goals, as an organization. We can also help you determine whether it’s advantageous to finance your plan with company-owned assets. Plan options include: 

  • 401(k) excess or mirror plans
  • Nonqualified deferred compensation (NQDC) plans
  • Supplemental executive retirement plans (SERPs)
  • Phantom stock and stock appreciation rights (SAR) plans
  • Restrictive endorsement bonus arrangements (REBAs)
  • Split-dollar life insurance plans
  • Supplemental disability insurance plans
  • Executive long-term care insurance plans

Find the right fit.

Want to learn more about our executive benefit plan services?
Want to help secure a better retirement for your workforce?

Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov

Securities, when offered, may be offered through an affiliated broker-dealer Hewins Brokerage Services, LLC, member FINRA; Office of Supervisory Jurisdiction: 2501 Beltline Hwy, Suite 401, Madison, WI 53713, 1-888-520-3040. Securities may also be offered through ValMark Securities, Inc. Member FINRA, SIPC; 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Hewins is a separate entity from ValMark Securities, Inc.