Executive Benefit Services

Utilizing the latest techniques in plan design, funding and benefit security, ClaryEB is committed to developing and managing nonqualified plan solutions that meet corporate strategic objectives and cost constraints, while delivering appreciable value to plan participants. ClaryEB’s mission is to assist employers in developing and maintaining leading-edge benefit plans, helping to create tax-efficient funding strategies, and ensuring the delivery of promised benefits through effective benefit security arrangements.

Plan Design and Benchmarking

  • Best practices diagnostics and benchmarking
  • Voluntary deferred compensation plans
  • Supplemental retirement plans (SERP’s)
  • Executive life insurance arrangements
  • Executive disability insurance arrangements

Benefit Liability Funding Diagnostics and Analysis

  • Pay-as-you-go (self-funding)
  • Corporate-owned life insurance (COLI)
  • Mutual funds and managed securities
  • ETF portfolios
  • Total return swaps
  • Company stock
  • Investment committee funding policy statement development
  • Bank-owned life insurance (BOLI)
  • Insurance-company owned life insurance (IOLI)

Corporate Benefit Funding

  • Voluntary deferred compensation plans
  • Supplemental retirement plans (SERP’s)
  • Corporate owned life insurance (COLI)
  • Bank-owned life insurance (BOLI)
  • Post-retirement benefit plans (OPEB)
  • ESOP repurchase liabilities
  • Insurance-company owned life insurance (IOLI)

Nonqualified Benefit Security

  • Best practices diagnostics and benchmarking
  • Comparison of security vehicle alternatives
  • Rabbi trust design
  • Trust asset analysis and comparison
  • Trustee selection and implementation.

Plan Enrollment

  • Best practices benchmarking
  • “C Suite” white glove services
  • Enrollment meetings and communications

Administrative Provider Management

  • Evaluation of current provider capabilities
  • RFP development and management
  • Administrative provider selection
  • Service agreement negotiations
  • Ongoing administrative provider insight