Consulting

In addition to providing analysis and recommendations, we work directly with each plan sponsor and service provider in the supply chain to seamlessly implement recommendations.

The executive benefit “supply chain” includes recordkeepers and administrators, trustees and custodians, brokers, fund companies, and insurance carriers.

Our experienced team is able to take an in-depth view of each of these links in the supply chain. And based on each client’s objectives, we make recommendations to enhance service levels, maximize funding efficiency, mitigate risk, and reduce fees and expenses—all of which can materially lower costs and enhance corporate earnings.

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

Our objective is transparency: each plan sponsor should understand the fees and compensation for all the services they are paying for. This includes transparency about our own services, as CapAcuity fully discloses our compensation for consulting and asset management.

Further Exploring Consulting

We conduct a thorough analysis of each client’s executive benefit plan—including design, peer competitiveness, investment options, service provider pricing, regulatory compliance, funding and hedging strategies, and tax efficiency. Using our proprietary database, we benchmark the vendors who supply plan services. Whatever the funding or hedging strategy, we optimize the financial impact for plan sponsors. And we proactively manage the process of implementing recommendations to improve service levels, lower costs, and maximize financial results.

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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