CapAcuity | Executive Benefits Consulting and Asset Management

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.

CapAcuity. Because a change in perspective changes everything.®

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.

How we partner with plan advisors

At CapAcuity, we collaborate with advisors in working with clients, adding value through our experience, expertise and broad array of capabilities in all aspects of non-qualified executive benefit plans.

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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

†Member of Executive Committee
‡Member of Investment Committee