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.
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.
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.
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.
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Pay no engagement fee with an up-front commitment.
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Pay an engagement fee for consulting services; when you become a Mezrah Consulting client, that fee will be subtracted from your plan administration fees.
Provide your contact information to learn more today!
Mezrah Consulting by the Numbers
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.
Provide your contact information and select the type of plans/s you would like to learn more about!
A Commitment to Excellence
In my 30+ years as a financial professional, I’ve partnered with many experts in various fields—from complicated tax and estate planning to sophisticated qualified retirement planning and everything in between. Never have we worked with a firm as knowledgeable and “on it” as Todd Mezrah and his team at Mezrah Consulting. They possess a quality and depth of talent that is rare to find. Plus, they’re responsive. They follow up with clients and allied professionals alike, which is just as important as expertise. And they know the landscape of nonqualified executive comp as well as—or better than—anyone. They are truly a best-in-class operation from top to bottom.
What we value most about working with Mezrah Consulting is their talent, responsiveness, creativity, and deep expertise, which consistently solve key challenges. This has been the foundation of our 20+ year partnership. Todd Mezrah has a remarkable ability to take the impossible and make it possible.
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.
What is 409A?
Learn MoreSection 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.
Why is 409A compliance important?
Learn MoreFailure to comply with 409A can result in financial penalties imposed by the IRS and the Department of Labor.