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US Supplemental Employee Retirement Savings Plan (SERP)

This supplemental defined contribution plan allows eligible employees the ability to contribute above the IRS contributions limit and receive company matching and basic contributions for amounts above the annual eligible compensation limit.

Enrollment Period

Annual Enrollment (Nov/Dec) for upcoming plan year

Eligibility

  • US Officer(Grade 30+)

  • Eligible compensation of at least $230,000 (2023)

  • Election to contribute 10% to the 401(k) plan and the SERP

Distributions

Plan distributions are processed in the first quarter of the year following separation. Payments are lump sums for pre-2016 amount and may be lump sum or installments for post-2015 amounts.

Learn More

Get Started

If you are an eligible new hire or eligible to participate in the following year, you will receive communications from Fidelity inviting you to enroll. Communications are sent at the start of the annual enrollment, usually in November/December each year.

Log on to the Fidelity NetBenefits website at NetBenefits.com or contact the Chubb 401(k) and Stock Plan Service Center at 800-939-2227 weekdays from 8:30 a.m. to 8:30 p.m. Eastern time to speak with a representative.