Change has come to the world of executive benefits. Significant new developments in tax law. Substantial reductions in investment product costs. A move toward transparency and increased regulatory compliance. At CapAcuity, we recognize these trends and their impact—and through our thought leadership and innovation, we bring a fresh perspective. The result can be improved financial results for plan sponsors, and enhanced retirement outcomes for plan participants.
A change in perspective changes everything®
We assess every link in the executive benefit supply chain, and design innovative solutions to significantly lower costs and increase corporate earnings.
We implement plan enhancements, negotiate vendor and product pricing, and optimize funding and investment menus—all with objectivity and transparency.
We take proactive responsibility for the plan. We provide ongoing management of the plan’s investments, assets, and service providers. Our monitoring and reporting ensure that sponsors have complete plan metrics and comparative data to make informed decisions.
Experience Powers Our Perspective
CapAcuity brings together a team of forward-looking professionals with unique insight and decades of experience in executive benefit plan consulting and asset management. When it comes to optimizing results for plan sponsors and participants, our experienced team knows all the angles. We bring new perspectives to the trends impacting executive benefits, help sponsors fully understand their options, and initiate solutions that can have lasting impact on the bottom line.
Westport Strategies to Merge with CapAcuity
CapAcuity and Westport Strategies have signed a definitive agreement to merge their operations—a “significant event” in the non-qualified plan marketplace.