Locations in:

Chicago, Dallas, Grand Rapids

Get in touch today and find how we can help you and your community bank.

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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

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[…]

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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.

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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 : Lombard, IL
  • Phone : (630) 820-2265
  • Email : info@bankersbenefits.com

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