Who We Are

we simplify the complexities of Financial security

As a business owner, you have questions:

  • Are my executive compensation plans market-competitive?
  • Are my top executives on track for retirement?
  • Is my company maximizing available tax benefits?
  • Are my executives prepared for the possibility of a premature death or disability?

We have answers.
The Todd Organization helps you build competitive executive benefit strategies that bridge the gap between your broad-based group benefits and the needs of your high performers. Designing customized executive benefit arrangements, we work to ensure that the interests of your key executives are aligned with corporate objectives.


At Todd, we approach the solution from your vantage point, considering your company’s culture, industry and market, and then identify progressive funding opportunities and plan options that match your needs and goals. The result is a customized, effective benefits solution.


Since our start in 1957, The Todd Organization has been uniquely focused on serving a highly sophisticated market. Unlike service providers that offer benefits administration as part of a menu of coverage and service options, we specialize in the development and execution of executive benefits and funding—it’s all we do.


Benefit plans are often long-lived, typically spanning decades. Todd provides our clients with essential continuity, serving as the “institutional memory”, providing succeeding generations of corporate management with vital information about plan development and guidelines for operation.

Our mission

An industry pioneer and progressive thought leader, The Todd Organization provides innovative executive benefit and funding solutions to mid- to large-sized employers. Leading with an entrepreneurial approach and strong industry partnerships we pave the way for driving profitability and help our customers invest in their greatest asset—their people.

Our Vision

At The Todd Organization, we get to know you and your business. Where others focus on benefit plan line items, we engineer progressive executive benefits programs that reward your people first, driving bottom-line growth for sustained success, at an exceptional value.

Delivering industry-best

As an open-architecture firm, Todd has strategic alliances with recognized leaders in asset management, communication, education and plan administration, backed by advanced administrative technology and support services. We match the right resources to each participant, providing truly customized, contemporary benefit services that evolve.