PI Financial Services

Supplemental Executive Retirement Plans


Thomas O'Neill & Associates Inc. specializes in the area of supplemental executive pension plans. With our comprehensive pension consulting services, we address the special needs of the executive team, bridging the gap between retirement benefits provided under statutory plans and their retirement income requirements.

A Supplemental Executive Retirement Plan (SERP) can be a particularly valuable incentive, enabling employers to attract top industry talent to their organization. A SERP acts as a long-term financial reward, providing an excellent retention device for those individuals that have been instrumental in the growth and success of the company. However, proper care should be taken in creating these programs.

Call us today to discuss your executive retirement income needs!