
COUNSEL
- Needs Assessment
- Market and Trend Analytics
- Peer Group Benchmarking
- Plan Design Guidance
- Implementation Management
CONTAIN COSTS
- Funding Strategy and Optimization
- Cash Flow and P&L Management
- Tax Cost Management
- Insurance Carrier and Trustee Due Diligence
- Asset Implementation and Management
COMMUNICATE
- Custom Communication Strategy
- Employee Outreach and Education
- One-on-One Coaching to Maximize Utilization
- Plan Enrollment Concierge
- 24/7 Direct Access
COLLABORATE
- Trusted Advisor to Management and Board Committees
- Vendor Selection and Oversight
- RFP Consultant
- Quarterly Management Reports
- Semi-Annual Progress Reviews
Companies need more than just a narrowly-focused Deferred Compensation record-keeper or a broker. They need a partner to help strategize and implement all aspects of their supplemental benefits package. Our goal is to be that partner, beginning with the 1st meeting.

Being singularly focused in providing superior executive benefits consulting expertise, we know and understand our role. We are not there to supplant or replace existing relationships or programs. Rather, we pride ourselves in being a true value addition. We often work side-by-side with existing advisors, attorneys, accountants, or consultants to improve the delivery, management, and success of your executive benefit programs.