We analyze the plan thoroughly, and make recommendations to maximize funding efficiency, mitigate risk, and improve financial performance.

CapAcuity enables plan sponsors to evaluate non-qualified plan funding and hedging strategies to determine which ones best meet their specific financial objectives. Using our proprietary financial models, we evaluate and compare different funding and hedging approaches to minimize risk and optimize financial performance.

We do more than provide analysis—we work directly with each plan sponsor to proactively implement these recommendations.

Further Exploring Consulting

There are four main aspects to our consulting services:

  • Analyzing the Plan. We conduct a thorough analysis of each plan sponsor’s executive benefit plan—including plan design, peer benchmarking, investment options, pricing, regulatory compliance, funding and hedging strategies, and tax efficiency.
  • Funding Optimization. Whatever the funding or hedging strategy, we optimize its financial impact for the benefit of the plan sponsor.
  • Risk Management. We offer comprehensive strategies to manage financial exposure due to market volatility, hedge effectiveness, and corporate tax.
  • Transparency. We strive to ensure that plan sponsors fully understand what they are paying for.

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.

Back to Solutions