Retaining top-tier talent, achieving bottom line results

Executive Benefits Solutions to meet short- and long-term goals

Man golfingNow more than ever, finding, retaining and incentivizing top talent can influence a company’s success.

Executives and other key employees know that it’s not always about how much you're paid, but how their payments and benefits package are structured. A well-crafted executive compensation plan can ensure you attract and retain the talent your business needs to thrive, while also aligning team incentives to the strategy and priorities of your organization.

We’ll work with you to create and implement a customized, carefully crafted executive benefits plan designed to increase retention, loyalty, and performance for individual employees, or several key employees.

Benefits to your company

  • Improve executive loyalty and retention
  • Reduce executive work time spent on managing personal issues
  • Risk protection for your company’s succession issues
  • Risk protection for the business owner’s family

Benefits to your executive team

  • Goals-based wealth planning
  • Maximize short-term cash and credit needs
  • Full review of executive compensation plans — both owner and non-owner opportunities
  • Guidance regarding estate plan, wills and other family legal documents by working with your legal and tax advisors
  • Individual investment review and strategy development
  • Coordinate and plan appropriate tax strategies

Our team is committed to providing both small and large businesses with advice and comprehensive, tailored strategies.

Speak with an Associated Bank Private Wealth professional today.

Wherever you see yourself in the future, we’ll be here.

800-991-7706
Monday through Saturday
Closed Sunday and holidays

Frequently Asked Questions

Finding executives who share the company’s values, believe in its mission and possess the skills and experience needed to accomplish the strategic plan is just one step in a critical process. Retaining them is another. Once hired, you must provide both tangible and intangible short- and long-term incentives that align with your culture and goals, creating a professional environment that motivates the executive to achieve the firm’s long-term objectives.

There are many reasons to implement a competitive executive benefits plan, including:

  • Improve executive loyalty and retention
  • Reduce executive work time spent on managing personal issues
  • Risk protection for your company’s succession issues
  • Risk protection for the business owner’s family
  • Goals-based wealth planning
  • Maximize short-term cash and credit needs
  • Full review of executive compensation plans — both owner and non-owner opportunities
  • Guidance regarding estate plan, wills, and other family legal documents by working with your legal and tax advisors
  • Individual investment review and strategy development
  • Coordinate and plan appropriate tax strategies


  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED
    NOT BANK
    GUARANTEED
    MAY
    LOSE VALUE
    NOT INSURED BY ANY
    FEDERAL AGENCY
    NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation.