Capital Planning Advisors works with you to create flexible and exceptional employee recruiting and retention programs.


  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Carve-Out Pension Benefits
  • Phantom Stock Plans
  • Stock Appreciation Rights Plans
  • Split-Dollar Plans
  • Executive Disability
  • Executive Long-Term Care Plans

We provide plans designed to carve out executive benefits, permitting discriminatory funding to a company’s key employees and management, while often containing extended vesting schedules to help motivate and retain the company’s key employees.