Executive Benefits

Recruit Talent. Retain Quality. Reward Loyalty.

Give Your Leaders A Strong Reason To Stay

Why Frost Executive Benefits?

Executive Benefits - Puzzle Piece Pyramid with Avatars

Is a SERP for You?

Learn the benefits of both 457(f) and Split-Dollar plans.

No Off-the Shelf Plans.

In fact, we don’t have a shelf. All plans are fully customizable to meet your needs and budget.

Recruit? Retain? Reward? Yes.

Whatever your goals (and those of your executives), we're here to make them happen.

Regulatory Compliance Concerns?

That's our specialty. Whether it's the NCUA or IRS, we're tied in, so you can go about your business.

Helping you build Executive Benefit plans to recruit, retain, and reward top-notch talent.

Our Executive Benefit Plan services are exclusively for Credit Unions.  The focus is on Supplemental Executive Retirement Plans (SERP’s), which can provide the highest tax-free income to a specific executive or executive team, either before or after retirement.  We also design Expense-Offset Plans and specialized Director benefits.


Your decision-makers move forward with confidence when they are knowledgeable. 

Get informed in plain English

Executive Benefits Education - Woman Writing on Board
Executive Benefits Plans - Yellow Notes


You want customization. We get it. 457(f)? Split-dollar? Experience tailored plans to fit your needs..

Unique. Just Like Your Credit Union.


We know what regulators want, today and ongoing. Their preferences can be a moving target.

We Keep You Informed

Executive Benefits Compliance - IRS
Executive Benefits Service - White Gloves


Credit Unions leave other providers to come to us. We have never lost a client to a competitor.

Earning Your Loyalty. Continuously.

Questions for us?

We're Here for you.

Product or Service Inquiries? Training Requests?

Reach out and we’ll get back to you as soon as possible.

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Expect to hear back from us shortly. For immediate assistance during business hours, please use the VisualGAP online chat function or call 888-753-7678.

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