The Sheeter Group

The Sheeter Group is a trusted resource for credit unions, exclusively working to create executive benefit plans that recruit, retain, and reward top-notch talent. With years of experience, we understand the unique needs of credit unions and design tailored plans to meet their goals. Our commitment to values like trust, honesty, and integrity sets us apart as a trusted partner.

We offer a range of services, including SERP (Supplemental Executive Retirement Plan) administration, 457(f) plans, and SPLIT-DOLLAR plans. Our expertise also extends to expense-offset plans and specialized director benefits. We pride ourselves on our ability to provide education and compliance guidance to ensure our clients are informed and confident in their decisions.

Our team of experts is dedicated to delivering exceptional service, with a focus on building long-term relationships. From our CEO to our sales analysts, every member of the team is committed to understanding and addressing the specific needs of each credit union. Whether you're looking to enhance your existing plans or explore new strategies, we're here to help.

Our Process

At The Sheeter Group, we take a personalized approach to understanding your needs and goals. We begin by educating ourselves on your current situation, identifying areas for improvement, and outlining strategies tailored to your objectives. Throughout the process, we maintain open communication, ensuring that every decision aligns with your vision.

Our Commitment

Trust, honesty, and integrity are the foundation of our relationships with credit unions. We believe that values matter and strive to live by ours every day. Our commitment to excellence is evident in every interaction, from initial consultations to ongoing support and monitoring of your plans.

Meet Our Team

Our team is comprised of experienced professionals dedicated to serving the unique needs of credit unions. From our CEO to our sales analysts, every member is committed to delivering exceptional service and support. If you have any questions or need further assistance, feel free to reach out to any of our team members.