Our Services

Executive Benefit Programs

We can assist business with the evaluation, design, funding, and administration of non qualified programs. These programs are excellent tools to help attract, retain, and reward your key people. Our goal is to enhance the value of our client's business, by properly designing and financing various executive benefit programs. These include:

  • Supplemental Executive Retirement Plans (SERP)
  • Excess Benefit Plans - Makes the executive whole for restrictions imposed upon them under qualified plans
  • Deferred Compensation and 401(k) Excess Plans
  • Executive Long Term Care Programs
  • Golden Handcuff Programs
  • Tax Credit Programs,
  • SEPs, and
  • Keoghs.

Please contact us if you would like more information or would like us to help you set up one of these programs.

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FINRA broker check Securities offered by The Tavenner Company 4910 Old Mechanicsburg Road, Springfield, Ohio 45502 Telephone: 800-543-6922 Member of FINRA-SIPC-MSRB.

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