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From design to implementation and beyond.

The successful implementation of a program marks the end of the road for many advisors. For Fortecy, it is just the beginning. The success of a program should be measured by a company’s ability to attract and retain the best employees over multiple years and decades. 

Long after implementation is complete, we continue to provide both the company and their employees with superior executive benefits consulting

Man watering a growing arrow
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Fortecy is here to support the long-term financial wellness of your company and its key employees.
The 4 C's of Fortecy
The 4 C’s of Fortecy
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on Executive Benefits
  • Needs Assessment
  • Market and Trend Analytics
  • Peer Group Benchmarking
  • Plan Design Guidance
  • Implementation Management
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for Plan Sponsors
  • Funding Strategy and Optimization
  • Cash Flow and P&L Management
  • Tax Cost Management
  • Insurance Carrier and Trustee Due Diligence
  • Asset Implementation and Management
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to Plan Participants
  • Custom Communication Strategy
  • Employee Outreach and Education
  • One-on-One Coaching to Maximize Utilization
  • Plan Enrollment Concierge
  • 24/7 Direct Access 
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with Management
  • Trusted Advisor to Management and Board Committees
  • Vendor Selection and Oversight
  • RFP Consultant
  • Quarterly Management Reports
  • Semi-Annual Progress Reviews
You Should Expect More

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.

Employers attracting employees
Workers collaborating on strategic plans
No Conflict of Interest

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.