In the executive benefit plan marketplace, change is always part of the landscape—whether driven by markets, by regulations, or by evolving customer preferences. Currently, non-qualified plan sponsors are most concerned about market volatility, investment product costs, service provider consolidation, the participant experience, regulatory compliance, and transparency.

At CapAcuity, we recognize these and other significant issues affecting these plans—and through our thought leadership and innovation, we bring a fresh perspective. Our consulting and asset management services help improve financial results for non-qualified plan sponsors, and enhance retirement outcomes for plan participants.

CapAquity Perspective

A change in perspective changes everything®

Evaluate

We thoroughly assess how well the plan is meeting sponsor objectives, and benchmark its design and funding against peer companies and industry best practices.

Execute

We do more than make recommendations. We implement plan improvements and optimize the funding and hedging of plan liabilities—all in close collaboration with the plan’s advisors, trustees, custodians, insurance carriers, and recordkeepers.

Manage

On an ongoing basis, we proactively manage the plan to monitor its effectiveness and help improve financial results. Our regular reporting ensures that plan sponsors have comprehensive, timely data to make informed decisions.

Market Perspective: August 2023

The bull market of 2023 is impressive. Through August 4th, the S&P 500 has posted a total return of 17.7% this year. The NASDAQ 100 has returned 40.3% in the same period. Both indexes are close to their all-time highs, having recovered the bulk of last year’s drawdown. Note that these returns have been earned as corporate earnings are largely flat to last year. The question that investors must ask themselves today is whether this upward momentum represents a new paradigm in the market or whether valuations will, once again, undergo a regression to the mean….

Click the link to read the full version of our CIO Mendel Melzer’s latest market perspective.

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Experience Powers Our Perspective

CapAcuity brings together a team of forward-looking professionals with unique insight and decades of experience in consulting and asset management. Our team brings new perspective to the trends impacting executive benefits, helping sponsors fully understand their options, and initiating solutions that can have lasting impact on the bottom line.

Meet Our Team

Peter S. Cahall

Chief Executive Officer†

Bryant Kirk

Chief Operating Officer†

Mendel Melzer

Chief Investment Officer†‡

Terry Adams

Vice President, Finance

David Baum

Managing Director

Tom Cook

Vice President

Rob Little

Vice President, Director of Investment Research‡

Pete Neuwirth

Senior Consulting Actuary

Mike Porter

Vice President, Client Services

Scott Seibel

Senior Vice President

Eddie Selover

Vice President, Communications

Earl Schwabe

Senior Consultant

Hemant Srivastava

Chief Technology Officer

David Stecher

Managing Director

Kerry St. George

Director of Marketing

Bert Ward

Senior Consultant

From Our Perspectives