EBS provided AEI with a comprehensive, full service solution for our executives’ deferred compensation plan. I am pleased with their great ongoing accessibility and support. The ongoing reporting capabilities from EBS are very helpful as well.
Burpee engaged the EBS team beginning in early 2021 to review an existing Long Term Compensation (LTC) plan and make recommendations and implement improvements to the plan. The team at EBS has helped us improve the Plan design and communications to participants. EBS helped us to adequately fund the LTC by improving our financial modeling of plan growth and distributions and finding more cost-effective Corporate Owned Life Insurance policies. EBS also helped us to improve the security of the benefits offered under the plan by designing a Rabbi Trust structure and engaging an appropriate Trustee. The team at EBS is a pleasure to work with and has helped us make our plan a more valued benefit for key employees.
Chris Wyrtzen has been absolutely irreplaceable in dealing with my Executive Compensation (SERP) account decisions over the last several years.
My background has been Corporate Investments over the past 35 years and having Chris resolve some very unusual compensation issues has been enormously eye opening and helpful.
He has developed possible solutions that I was unaware of, made suggestions and put together spreadsheets with options that were extremely useful.
His counseling throughout my employment and retirement has continued to be the most important financial advice.
He is a true professional, very accommodating and extremely intelligent. I would recommend Chris very highly.
Due to the tax law change effective in 2018 affecting credit unions, Technology Credit Union decided to hire a firm that could analyze our existing CEO retirement program and provide us with ideas for alternate plan designs. The Compensation Committee chose Executive Benefit Solutions for the project and were very pleased with their expertise and professional work product. Don Curristan and Trevor Lattin, along with the entire EBS team, were extremely thorough in their analysis and very creative in the plan design ideas they presented to the Committee. Most importantly, team members at EBS were responsive and took the time to ensure that the entire Board understood how the plan would impact both the credit union and the CEO over the long term. We would recommend EBS to those firms looking for creative, dedicated consultants whose plan designs meet the need to attract, retain and reward key employees.
ICW engaged EBS in 2017 when we were looking for ideas on programs that could help our key employees save for retirement beyond their 401(k). EBS came up with a creative plan design that was customized to our situation. Since the plan’s implementation EBS has been responsive to both the needs of the company and the plan participants. We would recommend EBS to other companies looking for executive benefit programs that can help companies attract, retain and reward key employees.
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