PLAN DESIGN CONSULTING
At Todd, we sit on the same side of the table as you
The Todd Organization approaches the benefits solution from your vantage point, considering your company’s culture, industry and market, and then identifying progressive funding opportunities and plan options that match your needs and goals.
Our strategic approach and disciplined process pays dividends for our clients. We custom-design plans that are easily understood and are administered with cost efficiencies—and with an asset hedge strategy that has minimal impact on your company's financial statements.
Comprehensive Plan Design.
Approachable, Personal Service.
The professionals at Todd work to simplify the complexities of financial security. We’re here to help:
- Identify gaps in your existing benefits coverage – supplemental retirement plans, performance-based compensation strategies, supplemental executive life and supplemental executive disability insurance plans
- Understand all available options based on your industry, culture, compensation needs and financial situation
- Optimize future benefit plans and administrative providers
- Communicate the benefit plans to your highly compensated population
Plan reporting and documentation you can count on
Todd assists clients in completing necessary documentation to meet the compliance requirements of federal and state regulators, including a best-in-class pre-purchase analysis that addresses the specific action steps that regulators require to be addressed prior to purchase.
Asset Acquisition Compliance
- Pre-purchase analysis related to BOLI acquisitions
- Annual BOLI reporting as it relates to the OCC requirements
- Internal Revenue Code Section 101(j) compliance
- COLI filing requirement IRS Form 8925
- Internal Revenue Code Section 7702 compliance
- 409A compliance specific to non-qualified plans
- Proxy disclosure compliance
- 280(g) calculations due from a change in control
- 162(m) Evaluation