Locations in:

Chicago, Dallas, Grand Rapids

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Incentive & Retention Plans

We create compensation systems that assist your bank in growing talent, retaining high performers, and aligning executives with shareholder values.

Funding & Financing Options

We work hard to ensure that the product design and the BOLI carrier are optimizing performance and maintaining the desired asset credit

Supplemental Retirement Plans

We design smart retirement, 401(k), profit-sharing and defined benefit plans that free up resources and keeps your talent motivated so you can stay competitive.

Company Facts

We have an established and experienced team ready to help you.

Years of experience
Years in Business
Financial Institutions

Latest News

2020 Plan Limits

The IRS has released the 2020 Plan Limits. Below are a few highlights of the changes. Visit https://www.irs.gov/newsroom/401k-contribution-limit-increases-to-19500-for-2020-catch-up-limit-rises-to-6500 for the full release. The annual benefit limit under a defined benefit plan under § 415(b)(1)(A) is increased from $225,000 to $230,000. The limitation for defined contribution plans under § 415(c)(1)(A) is increased in 2020 from $56,000 to $57,000. The contribution limit[…]

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We’d love to chat about how we can help your bank growth and efficiency. We are always a call or email away.

  • Address : 941 The Lakes Blvd Lewisville TX 75056
  • Phone : (630) 820-2265
  • Email : info@bankersbenefits.com

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