Using SERPs to Create a Balanced Executive Compensation Plan

Fulcrum Partners Releases White Paper: Using SERPs to Create a Balanced Executive Compensation Program

Fulcrum Partners Fulcrum Partners LLC White Paper

Using SERPs to Create a Balanced Executive Compensation Plan

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Fulcrum Partners LLC has released a new white paper report, titled, “Using SERPs to Create a Balanced Executive Compensation Program.”

In many situations, the introduction of a supplemental executive retirement program, (SERP) helps promote a more diversified ‘portfolio’ approach to executive rewards. We invite you to read the full report to learn more.

The report, authored by Peter Lupo and Bruce Brownell can be read below or on the following platforms:

More about the Authors of Using SERPs to Create a Balanced Executive Compensation Program

Peter Lupo, Managing Director and Head of the New York office, joined Pearl Meyer & Partners in 2006 with more than 20 years experience with executive compensation and benefits programs in a wide range of industries. He has worked extensively with Compensation Committees and management covering a variety of needs, including developing compensation philosophies for national and global companies; drafting CD&As; developing incentive designs; and advising on change-in-control, executive benefits and perquisites issues.

Before joining PM&P, Peter Lupo held the national compensation practice leader role with Aon Consulting’s National Compensation Practice. He also has served as a Principal and Senior Executive Compensation Consultant with Mercer Human Resources Consulting and as a Benefits Consultant at Towers Perrin. A graduate of Stony Brook University, Peter holds an MBA from Long Island University.

Bruce Brownell is a founder of Fulcrum Partners, LLC, responsible for analysis, design, integration, administration, and communication of executive compensation and benefit strategies. With more than 25 years in financial consulting, including the past 15 years exclusively in Executive Benefits, Bruce has consulted in for-profit industries, including engineering, manufacturing, distribution, health care, and technology.

A specialist in IRC Section 409A, his experience covers the full range of executive benefit plans, including the integration of equity based plans, tax deferred executive compensation arrangements, supplemental retirement strategies, and other executive benefit and performance based plans.

Bruce has also helped pioneer Fulcrum’s Executive Benefits Benchmarking practice, providing a unique deliverable in the benefits marketplace. A former Senior Vice President at Clark Consulting, Inc. • CERTIFIED FINANCIAL PLANNER™ • Financial Planning Association • Association for Advanced Life Underwriters • American College of Corporate Directors, Advanced Professional Director Certification • Kenyon College, AB.

Follow this link to download the whitepaper as a PDF. Or click on the report image above to download.