Trust. Transparency. Tailored Solutions.

Our consultative approach begins with a comprehensive review of priorities and features an agnostic evaluation of a wide range of structures to ensure your organization is prepared to compete for a shrinking pool of C-suite talent by offering an effective executive compensation package.

Custom Executive Benefits Packages

ALM First elevates executive benefits for banks and credit unions with custom benefits solutions, enhancing talent strategy through bespoke plan design.

Our Company

Why ALM First Executive Benefits?

In today’s competitive business landscape, the success of any organization hinges upon its ability to attract, retain, and reward key employees who drive innovation, productivity, and long-term growth. At the heart of this strategic imperative lies a critical tool: Executive Benefit Plans. These carefully crafted compensation packages are powerful instruments that play a pivotal role in shaping an organization’s talent strategy, securing and nurturing top-tier talent, fostering loyalty, and ultimately propelling businesses to new heights of success.


Approximately 50% of all CEOs in the credit union industry are over the age of 55. The largest credit unions ($3B+) have the highest percentage of CEOs nearing retirement.


For credit unions $1B+, 88% of CEOs have some form of supplemental executive retirement plan (SERP). Of CEOs with a SERP, the most common plan types are a 457(b) and a Split-Dollar plan.

12-18 months

When recruiting a new CEO, most offer letters from credit unions around $750M+ have an agreement to implement a supplemental executive retirement plan within 12 – 18 months.

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Upcoming Events

Explore Executive Benefits Educational Content

Learn more about executive benefits and join us for webinars and tradeshows throughout the year. Browse our upcoming events or take a look at our events calendar for everything happening this year.


Our Leaders Drive Excellence In Executive Benefits Consulting

Discover the exceptional expertise of our team, where unparalleled solutions meet innovative leadership. With over 45 years of combined experience in the financial services industry, our leaders drive excellence in executive benefits consulting. Committed to delivering solutions-oriented service, we navigate the complexities of the financial landscape to optimize your executive benefits strategy.

Tailored Solutions

Let’s Work Together

Let’s work together to build the right executive benefits strategy for your institution or business.