Services & Capacity

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Plan Implementation

Mezrah Consulting assists with identification of the eligible group, compliance with IRC 101(j) and IRC 409A, completion of a plan design checklist, communication with counsel in drafting plan documents, completion of all paperwork needed to acquire any informal funding, identify Trustee via a request for proposal including the implementation and monitoring of Trust and provide proxy disclosure guidance as needed.

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Custom Plan Enrollment

Mezrah Consulting provides online enrollment, individual face-to-face meetings, private briefings and customized enrollment materials.

All materials and information are designed to be clearly communicated and branded to match the specific corporate theme and style of the company. This allows for effective communication to the executive group regarding the benefits that are being offered and how to enroll.

Materials include plan overview books, direct-mail postcards, informational presentations, slide decks for webinars, instructions to enroll online and email flyers.

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Benefit Administration

Mezrah Consulting provides comprehensive plan administration for all non-qualified executive benefit plans, including deferred compensation, SERP’s, executive disability income plans, executive long term care plans and split dollar plans.

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Plan Accounting and Funding

Mezrah Consulting provides monthly accounting services for non-qualified executive benefit plans, needed journal entries for each transaction, detailed asset/liability reconciliation and financial reevaluation of plan impact (cash flow and P&L impact).

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Compliance Services

The compliance services that Mezrah Consulting focuses on are specific to our core areas of expertise specific to non-qualified plans and our Banking Practice.

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