Summary
Fifth Third Bancorp (FITB) filed an 8-K on February 7, 2014, reporting on amendments and new agreements related to executive compensation and retention. The most significant information for investors pertains to changes in change-in-control agreements for two key executives: Tayfun Tuzun, Executive Vice President and Chief Financial Officer, and Frank R. Forrest, Executive Vice President & Chief Credit and Risk Officer. These amendments and new agreements are designed to provide enhanced severance and benefits in the event of a change in control combined with a termination of employment, as well as to strengthen non-competition clauses. For Mr. Tuzun, his non-competition period was extended to three years, and his severance benefits in specific scenarios were increased to 2.99 times base salary plus target annual cash incentive, with a corresponding extension of insurance benefits to three years. Mr. Forrest's new agreement includes a two-year non-competition period and severance benefits of two times base salary plus target annual cash incentive, with two years of insurance benefits, along with certain retirement benefits.
Key Highlights
- 1Fifth Third Bancorp amended the change-in-control agreement for CFO Tayfun Tuzun, effective February 3, 2014.
- 2Mr. Tuzun's non-competition agreement was extended from 1 year to 3 years.
- 3In specific change-in-control and termination scenarios, Mr. Tuzun's severance benefits were increased to 2.99 times his base salary plus target annual cash incentive.
- 4Mr. Tuzun's post-termination insurance benefits in such scenarios were extended from 1 year to 3 years.
- 5A new change-in-control agreement was entered into with Frank R. Forrest, EVP & Chief Credit and Risk Officer, effective February 3, 2014.
- 6Mr. Forrest's agreement includes a 2-year non-competition period.
- 7In specific change-in-control and termination scenarios, Mr. Forrest's severance benefits will be 2.0 times his base salary plus target annual cash incentive, with 2 years of insurance benefits.