SERP: Supplemental Early Retirement Plan

Tuesday, May 8, 2012

Presented by Steve Gedestad, Executive Vice President for Keenan
In this brief interview, Steve Gedestad, Keenan’s executive vice president, provides insight into how a school district might use an early retirement incentive plan to help them deal with their budget difficulties. A Supplemental Early Retirement Plan (SERP) has been used effectively for a number of years as one tool to help districts deal with their budget concerns. The video will review the key elements for a well-designed plan offering ideas for how you can maximize the enrollment process to attract the highest participation possible.
Keenan is the largest privately held insurance brokerage/consulting firm in California, founded in 1972. Keenan's innovative solutions provide high quality, cost-effective insurance employee benefits, and financial services. Keenan specializes in proprietary programs for California schools and public agencies. They continually present informational workshops and seminars on topics relevant to their customers. Their expertise in risk management, claims services and technology consistently exceeds customer expectations.