Executive benefit programs are highly individual by their very nature. DeferTec focuses on designing contemporary executive benefit programs that support our clients’ benefits philosophy and objectives, and that are consistent with the company’s culture and management style.

Our principal consulting services are highlighted below:

Plan Design
Whether you have an existing plan or are anticipating a new one, we will work with you to design a plan that makes the most sense for your situation.

Investment Product Evaluation
Investment vehicles available to executive benefit plans have improved dramatically over the last few years. The nature of current tax law requires a funding strategy that is tailored to your unique situation. Is your current funding strategy giving you the most bang-for-the-buck in terms of tax strategy, return on investment and maximizing participant security?

Benefit Program Evaluation
With the evolution of limitations imposed on benefits such as the new tax on compensation over $1,000,000 executive benefit programs have become a vital component of senior management’s total compensation. We recommend a periodic top-to-bottom “best practices” analysis of an entire executive benefit program to ensure it remains on the leading edge of industry trends.

Please contact us for more information on our benefit consulting services.