The Todd Organization Assures Total Administrative Service and Plan Management
As part of a trusted relationship with each client, The Todd Organization provides fully integrated systems supported by a multi-disciplinary team, accessible through just one single point of contact.
The Todd Organization, a leader in executive compensation and executive benefits plans, delivers tools and resources to effectively manage and oversee plan administration, including conversion schedules; transition communication plans; financial and accounting reports; and annual plan reviews. Most importantly, the Todd Organization minimizes the burdens on your organization by centralizing administrative activities through our staff, rather than yours.
Once the Todd Organizations clients implement an executive benefit plan, the results are closely monitored to ensure that the plan continues to meet its objectives. Some of the strategies employed by the Todd Organization include:
Comprehensive Conversion Management Tools: The Todd Organization utilizes conversion schedules, interface specifications, a detailed communication plan, toll-free phone assistance throughout the transition, and a Plan Administration Manual to ensure that the transition is timely and smooth.
Enrollment Activity Analysis: In-depth plan information and analysis is provided to help each client consistently and accurately monitor and address the needs of the plan and its participants. This analysis includes plan participation summaries and projected deferrals, asset allocation details, trend analysis, investment fund utilization, and recommendations to increase overall participation.
Master Calendar: A customized master calendar provides plan sponsors with a detailed chronology of key events, activities, and deliverables throughout the year.
Accounting and Financial Reporting: Total outsourcing of your financial reporting system helps clients to effectively manage the unique financial reporting requirements of nonqualified plans. The Todd Organization's standard reporting package includes:
• Asset value reports
• Liability reports
• Customized corporate accounting and journal entries
• Participant account activity summaries
Quality Assurance: Numerous internal and external controls are implemented to assure that the integrity of client data is protected and that all systems are secure.