Executive Benefit Plans

Given the current competitive business environment, an executive benefits program is essential in recruiting top tier talent who will contribute to your company's growth and profitability. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time.

We design, implement, and administer executive benefit plans that enable you to selectively reward key employees and top executives of your business. Our cost-efficient executive benefit plans supplement restrictive qualified retirement and group insurance plans. Our programs are designed to help meet the personal needs and goals of executives within the context of the overall corporate financial goals of your business.

Employee stock options and programs like 401(k) plans are a good start, but they may not meet the financial expectations of the most talented executives. Executive employees want to enjoy a rewarding retirement, with peace of mind, by establishing sound financial security early on. We are consistently chosen as trusted corporate advisors because we carefully evaluate costs and benefits, while continuously exploring additional possibilities for better programs to help executives achieve their financial goals.


Supplemental Executive Retirement Plans (SERPs) help solve challenges with retention and motivation issues, helping retain and reward executives critical to the continuity of your company's success. SERPs are a viable and popular alternative for top long-term executives concerned about the concentration of their post-retirement wealth in stock options. Although not without risks, a SERP may permit executives to self-direct the return on their account balances.

For a plan to help attract and retain top talent, contact Lucas Insurance Advisory to learn more about executive benefit plans.