Staying ahead in today’s marketplace isn’t easy. Competitive pressure, corporate governance issues, changes in legislation and tax reform have changed the way executives are compensated. Attracting and retaining the best talent to help grow your company requires a comprehensive executive benefit package that fits your corporate objectives — while meeting regulatory requirements.

Our planning process consists of these seven steps:


The first step is to consider the makeup of your executive group and the details of any existing plans within the context of your corporate objectives.


Once we understand your needs and help you crystallize your objectives, we design a preliminary program for your consideration.


Next, we help design funding and security devices, and together with you, evaluate the plan based on benefits, cash flow, P&L impact, capital impact, benefit security and other factors.


Based on modifications made in Steps 2 and 3, we finalize the plan design.


Next, we analyze alternative financing options, fund vehicle design, and selection of most appropriate funding providers.


After the plan design is approved, we assist with documentation, adoption, communication and participant enrollment.


Equally important is to set up systems to provide record keeping, cash flow and P&L projections, reporting and regulatory disclosure.