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Gallagher’s Executive Benefits team specializes in nonqualified executive benefit plans
for Credit Unions, such as Split Dollar, 457(f), bonus, and incentive plans. We work
closely with your Board and executives to customize solutions that help you recruit,
retain, and reward key personnel.
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Our Executive Benefits, Benefit Liability Management, and Institutional Asset
Management consulting expertise provides Credit Unions with solutions to help secure
your future through succession planning, executive retention strategies, and
compensation consulting.
Our customized solutions help ensure federal and state regulatory compliance in
meeting your specific needs, from board education and design to implementation and
administration. A proprietary online administration platform provides clients and
participants with account access, on-demand reports, accounting entries, and
more. Our in-house servicing allows you to speak directly to a designated service team
member if you have any questions about your plan.
Founded in 1995 as Burns-Fazzi Brock (BFB) and acquired in 2015 by Gallagher, the
Executive Benefits Consulting team is renowned for their depth of expertise, strong
market relationships and focus on quality service. Gallagher is a 13-time honoree of the
World’s Most Ethical Companies® award.
