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Executive Benefit Plan Administration: Excelling in Best Practices

Are you a credit union that has executive benefit/SERP plans?  Let’s assume you have successfully implemented your plans – but you may be wondering – what’s next?  Where do we go from here?  What are the best practices in managing and monitoring managing my/our plans? 


Leveraging SERPs to Grow Your Credit Union

SERP (Supplemental Executive Retirement Plan) plans have been crucial for the growth of credit unions. With the baby boomers rapidly exiting the employment market, the need to retain key talent is just as important as ever. If you read the publications like Credit Union Times, you are seeing the hiring of a new generation of leadership. What you might not think about is the butterfly effect from these hirings. A lot of times, a new CEO likes to bring in their own executive team with them. This creates gaps in a full executive team rather than just one individual. Even if they don’t bring their team with them, there will always be a deep dive into the performance of the existing executives. The conversation about SERPS starts with the CEOs, but truly successful CEOs want to surround themselves with talent to make the rest of their career much more productive...



Tarjamon Relief's Gonzalo Lassally and Will Felder, who served together in Afghanistan in the mid-2000s, -- along with The Sheeter Group’s CEO, Andy Sheeter – share how they have helped many Afghan interpreters and their families escape the country to a neighboring country and then wait for passage to the United States. This interview goes into depth on how these Afghan interpreters risked their lives to help the U.S. Military and how The Sheeter Group’s contribution to the Tarjoman Relief mission has helped these same brave people in return.

Our History

Years of experience working directly and exclusively with Credit Unions.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Commitment

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to The Sheeter Group

Your Needs. 

Our Goals.

The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.

These are our strengths:

EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.

PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.

COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.

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

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