The Sheeter Group is a premier advisory firm specializing in executive benefit plans and

compensation strategies exclusively for credit unions. Our mission is to enhance leadership

continuity, retention, and succession planning through customized, high-impact solutions.

These include 457(f) plans, Collateral Assignment Split Dollar, Post-Retirement Healthcare,

Section 162 Bonus, and Employee Benefit Expense Offset strategies—each designed to

balance institutional sustainability with individual financial security.

Our Executive Compensation Division integrates benefit design with broader compensation

philosophy, enabling boards to make data-driven decisions in a competitive talent market.

We help credit unions measure retention power, mitigate governance risk, and document

compensation strategy with precision. This alignment strengthens executive relationships

and positions the organization for long-term growth.

As a privately owned firm, The Sheeter Group delivers a personalized, white-glove

experience. Our consultants work closely with boards and leadership teams to ensure every

plan is clearly understood, strategically aligned, and effectively implemented. We prioritize

transparency, trust, and strategic value in every engagement. By partnering with The

Sheeter Group, credit unions gain access to tailored benefit programs that reinforce their

mission, attract top talent, and secure leadership continuity. Our approach ensures that

compensation strategies are not only competitive—but also deeply aligned with the credit

union’s long-term vision and values.