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      Elevating Executive Benefits

      You value your leadership team.
      We help you keep them. 

      Learn more!

      Elevating Executive Benefits

      You value your leadership team.
      We help you keep them. 

      Learn more!

      Retain leaders and drive performance 

      Take your executive benefits to the next level—and get it done with confidence.
      Navigating the complexities of nonqualified deferred compensation is a challenge, so you need to know it will be done right. The consequences of not getting it right can result in substantial costs.

      Work with a company you can count on.

      You need a partner in your corner to walk you through the complex deferred compensation plan (DCP) process and to clearly communicate strategies and solutions. We invest time on the front end to thoroughly explore the best options and possible plan designs to meet your company’s needs. 

      Contact Us
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      But we won’t stop there.

      Tailored plan communications (using your company's branding), dedicated client relationship managers and an industry-leading, 409A-compliant plan administration platform are the final keys to taking your executive benefits to the next level.

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      Thoughtful. Purposeful. Beneficial.

      Capturing and executing on those three words is at the heart of our business. We ensure that you receive customized solutions designed to meet your company’s—and your leadership team’s—needs. It’s our commitment to excellence.

      At engagement, you can choose from two consulting options. 

      1. Pay no engagement fee with an up-front commitment.

      2. Pay an engagement fee for consulting services; when you become a Mezrah Consulting client, that fee will be subtracted from your plan administration fees. 

      Learn more!

      Mezrah Consulting by the Numbers

      30
      +
      years in business
      300
      +
      companies advised
      750000
      +
      409A-compliant transactions annually
      12
      +
      industries served

      As of November 2024

      Your Thought Partner

      When it comes to creating a strong benefit for key employees, you want a partner who takes the time to learn about you, to dig in and understand your company’s unique needs and to design a plan that makes sense. You need a partner you can trust and who leaves you feeling confident.

      Learn

      Meet, Idea Sharing

      Engage

      Data, Evaluate, Determine

      Design

      Financial Modeling and Analytics

      Collaborate

      Revise, Sensitivity Analysis, Finalize

      Establish

      Plan Documentation, Communication, mapbenefits Platform

      Launch

      Implement, Enroll and Administer

      The True Cost of Losing an Executive

      Did you know that the true cost of losing an executive can be upwards of 300% of their annual salary? That’s why finding and retaining your best team is critical to your business’s success. You know the obvious costs of losing a key member of your leadership team, but do you really know the full impact of the hidden costs?

      The real costs of losing an executive can reach a whopping 300% or more of their annual salary.

      That's why your executive benefits and compensation package should be a strategic focus. Work with a team that works hard to design plans to meet both your company’s goals and your executives’ financial goals.

      Find out what’s possible for your business.

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      Plan Solutions

      A Commitment to Excellence

      This testimonial was given by a current client. No compensation was provided for this testimonial. There are no conflicts of interest on the part of the person giving the testimonial. Featured testimonials do not represent the experience of all clients and are no guarantee as to clients’ future investment success.

      The Client Relationship Building Process

      Our clients enjoy customized, cost-effective solutions to help them attract and retain talent, while allowing their leadership teams to accumulate wealth on a tax-favored basis. Our commitment to excellence is supported by decades of experience and more-than-satisfied clients.

      Plan Implementation & Funding

      • Create customized enrollment and plan participant communication materials.
      • Lead online information sessions and offer one-on-one assistance.
      • Provide best-in-class product due diligence for plan funding.
      • Identify best performing investment managers in all asset classes.

      Administration and Ongoing Support

      • Provide all plan reporting, recordkeeping, statements and needed plan accounting.
      • Provide both participants and plan sponsors with access to plan information via our mapbenefits® online portal.

      Legal & Trustee Engagement

      • Prepare plan documentation to consummate the final customized plan design.
      • Engage and coordinate with a third-party trustee to hold the assets used to informally fund the plan(s).

      Financial Modeling & Analysis

      • Prepare the financial impact (cash flow, P&L impact and economic cost) of the proposed plan designs.
      • Provide sensitivity analysis given varying assumptions.

      Custom Plan Design

      Share best-in-class plan design options for eligible plan participants, the company and its shareholders.

      Consulting

      • Understand client goals and objectives.
      • Identify client pain points.
      • Share ideas.

      The Art of the Possible

      Providing companies with cost effective tools to better attract and retain executive talent while providing ways for executives and companies to accumulate wealth on a tax-favored basis.

      We are committed to providing our clients with a comprehensive range of C-level executive and highly compensated employee benefit services. Our expertise is diverse and encompasses thoughtful, sophisticated plan design, financing, implementation, securitization and administration of plans for publicly traded and privately held companies.

      Executive Benefits Hierarchy
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      What is 409A?

      Learn More

      Section 409A of Internal Revenue Code specifies the requirements that need to be met for amounts to be deferred under a nonqualified deferred compensation plan. These requirements, including a substantial risk of forfeiture, need to be met on all amounts deferred or they will be includible in the participant’s gross income in the year deferred.

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      Why is 409A compliance important?

      Learn More

      Failure to comply with 409A can result in financial penalties imposed by the IRS and the Department of Labor.

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