Company Facts
We have an established and experienced team ready to help you.
Locations in:
Chicago, Dallas, Grand Rapids
Get in touch today and find how we can help you and your community bank.
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
quality.
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.
70
+
Years of experience
20
+
Years in Business
200
+
Financial Institutions
Latest News
Major Retirement Plan Legislation – SECURE Act 2.0
SECURE Act 2.0, a bipartisan bill designed to update retirement plan statutes, was signed into law on December 29, 2022. Like the SECURE Act from 2019, the intent is to modernize retirement plans and further encourage saving for retirement. SECURE Act 2.0 includes sections that are effective in 2023 and sections that will impact plan years 2024 and 2025. Below[…]
Read More
2024 Plan Limits
The IRS has released the 2024 Plan Limits. Below are a few highlights of the changes. See https://www.irs.gov/pub/irs-drop/n-23-75.pdf for the full release.
Read MoreWhat Clients are Saying
Focused on Goals
“Bankers Benefits took the time to understand those concerns and designed a program that fits our business model.”
Sean CaseyPresident, Shiftgig
Serious about Success
“We were very pleased with the insightful, consultative approach used by Bankers Benefits to address our executive goals.”
Bill GehantH.F. Gehant Banking
Loved the Experience
“Bankers Benefits impressed me with their unsurpassed skill in designing and implementing plans sensitive to business management objectives.”
Richard M. PerlinJD, CPC, QKA E.R.I.S.A., Inc.
A Great Company
“We are very satisfied with Bankers Benefits. They listen to our banks, understand their needs and follow through with real commitment.”
John LadwigWisconsin Banker Association earum
Get in touch with us
Let’s Talk
We’d love to chat about how we can help your bank growth and efficiency. We are always a call or email away.
- Address : Lombard, IL
- Phone : (630) 820-2265
- Email : info@bankersbenefits.com