Consulting

We make recommendations to maximize funding efficiency, mitigate risk, and improve financial performance.

We provide comprehensive consulting and analytics to help plan sponsors evaluate and implement non-qualified plan funding and hedging strategies to meet their specific financial objectives. We have developed proprietary financial models to evaluate any funding or hedging approach.

We do more than provide analysis and recommendations—we work directly with each plan sponsor and service provider to seamlessly implement these recommendations.

Further Exploring Consulting

We conduct a thorough analysis of each client’s executive benefit plan—including design, peer competitiveness, investment options, pricing, regulatory compliance, funding and hedging strategies, and tax efficiency. Using our proprietary database, we benchmark the plan against peer companies. Whatever the funding or hedging strategy, we optimize the financial impact for plan sponsors. And we proactively manage the process of implementing our recommendations to improve plan effectiveness and the impact on corporate earnings.

We believe there are untapped opportunities that may improve results for your company and your plan participants. Find out more about our forward-looking approach to managing your executive benefit plan.

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