“The plan also provides our key people with a safe, simple, and more tax efficient result.”
“From my perspective, it is critical that a Supplemental Executive Retirement Plan (SERP) work well for both out people and the credit union itself. The program Gateway Services introduced us to that Scot Hinkle, JD, CFP and his team designed first and foremost increased our yield on a significant portion of cash and equivalents by 4% while maintaining the safety and liquidity. The plan also provides our key people with a safe, simple, and more tax efficient result. Compared to other popular programs marketed to credit unions, ours is incredibly flexible and requires 35% less capital to achieve the desired retirement benefit for each executive.”