Meaningful and Appropriate plans create RETENTION
Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization.
Incentives and succession align at RETIREMENT
The challenge of developing and transitioning leaders during succession is met with incentives created around critical career timeline points.
Turn expenses into assets and drive YIELD
Serving your community for generations requires financial stewardship to drive innovative capital growth aligned with mission and intent.
Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession. With over 25 years specializing in executive retention and retirement plans for credit unions, healthcare institutions, higher education, and high-performance non-profits, Stearns Financial has the expertise to design, implement, and administer every type of executive benefit program. Our plans are different because use process as the driver to achieve effective design. By starting with your organization’s mission, goals, and intent we tailor individually for each executive. We are unique in that we can often accomplish this with no accounting cost to the organization, favorable reporting, and tax-free withdrawals.
Proprietary CAPAXA™ plan designs:
• Integrated retirement & retention
• Low or no net accounting costs
• Tax advantaged or tax-free benefits
• Flexibility to meet future needs
Expertise encompassing over 100 years of experience in non-profit executive benefits, retention, and yield enhancement strategies. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession.
• §457(f) Deferred Comp Plans: Golden Handcuffs for Key Employees
• §7872 Split Dollar: Retention & Non-Taxed Withdrawals
• §162 Restricted Bonus : Retaining Key Personnel
• §701.19 Pre-funding Investments
Company Details
- Employees
- 20
- Founded
- -
- Address
- 2368 Victory Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stearns.financial
- Keywords
- Supplemental Executive Retirement Plans (SERP), Collateral Assignment Plans (CASD), Pre-Funding of Employee Benefits, 457(f) Plans, 457(b) Plans, 401(k) Plans.
- HQ
- Cincinnati, Ohio
Stearns Financial Questions
Stearns Financial's website is stearns.financial
Stearns Financial's LinkedIn profile is https://www.linkedin.com/company/stearnsfinancialgroup
Stearns Financial has
20 employees.
View email and phone details for 20
employees at Stearns Financial.
Stearns Financial's industry is
Financial Services
Stearns Financial's top competitors are
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Alm First,
Vaucluse Partners,
Stearns Bank N.a..
Stearns Financial's categories are Financial Services
Stearns Financial's founding year is 1971
