Analysis and Plan Design

To ensure that your executive retirement plans will be most effective, The Todd Organization typically conducts a preliminary assessment to understand your existing plans, what they deliver, and why they were installed.  We gauge the company’s philosophy and business objectives on executive benefits.  This often includes management and board interviews.

Our review and analysis of your existing plans generally will include the following:

• Effectiveness in meeting participant needs and corporate objectives.

• Benchmarking the plans to those of peers and competitors.

• Degree to which plans function to help retain and attract executives.

• Tax effectiveness.

• Impact on earnings and the balance sheet.

• Regulatory compliance and disclosure issues.

• Effectiveness of communications with participants and targeted participants.

Based on our experience and knowledge, as well as a thorough understanding of your objectives and financial constraints, we help you determine the most appropriate plan design and financing.

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• About the Firm
  • Overview
  • Our Mission
  • Our Heritage
  • Leadership Team
• Professional Team
  • Nationwide Offices
• Core Services
  • Executive Benefits
    • Non-qualified Deferred Compensation
    • Supplemental Executive Retirement Plans
    • Analysis and Plan Design
    • Financing Services
    • Change-in-Control Expertise
    • Our Clients
  • BOLI
  • Corporate Sponsored Benefits
  • Plan Implementation
  • Benchmarking Studies