Executive Benefits

Rewarding individuals? Retaining top performers? Differentiating incentives for executives at various levels of your organization? No matter what your executive benefit goals are, an off-the-shelf solution won't do.

That is why Pinnacle consultants begin every engagement by listening to your aspirations and understanding your needs. We then present innovative, customized plan designs that meet your needs while also being mindful of your bottom line.

Pinnacle consultants provide sound advice and perspective from years of experience when counseling companies on the basics and nuances of all types of plans spanning the benefit spectrum. Our consultants offer insights and advice across the continuum of the executive benefit landscape, including:

  • Nonqualified deferred compensation plans
  • Nonqualified defined benefit plans
  • Supplemental executive retirement plans (SERPs)
  • Phantom stock and stock appreciation rights (SARs) plans
  • Performance unit plans (PUPs)
  • Supplemental life insurance plans
  • Supplemental disability plans
  • Split dollar life insurance plans

Led by David Hauptman, we oversee in excess of $2.5 billion in executive benefit plan assets, with clients ranging from the Fortune 1000 to mid-market growth companies.

In addition to plan design and implementation, we also offer oversight and accountability for the following:
  • Operational compliance with law and regulations, including 409A
  • Participant education and communication
  • Record-keeper selection
  • Rabbi trustee selection
  • Total program outsourcing for plan sponsor