While traditional corporate benefit programs are sufficient for the majority of employees within an organization, these plans often fall short of providing highly valued executives the level of corporate benefits that is commensurate with their requirements. This “benefit inequality” is the result of the relatively higher level of an executive’s compensation, as compared to the regulatory restrictions and caps that limit traditional corporate benefit programs.

Many organizations have turned to specially designed executive benefits offerings as a means to combat this inequality and restore parity; and thus have discovered an attraction and retention tool highly valued by their executives. At JR KATZ, we help organizations design and implement customizable executive benefit programs that align the needs of the executive with the goals of the organization.

We know each company is unique, and therefore requires different solutions. In order to determine the appropriateness of an executive benefit plan, JR KATZ first develops an understanding of your company’s distinctive attributes and challenges.

  • How do you measure the value of your key executives?

  • Are there any retention problems with key executives?

  • How disruptive would the loss of a key employee be to the productivity and the ability of your organization to attain its objectives?

  • What is the impact of the government’s qualified plan contribution limits on your highly compensated employees’ ability to save for retirement?

  • How significant is the Long Term Disability and Life Insurance coverage gap that likely exists for your highly compensated executives?

  • Are your executive’s retirement savings insured against the cost of care in the event their health was to deteriorate?


JR KATZ’s Executive Benefit solutions are tailored based upon our clients’ needs and goals, and can incorporate one or many of the following strategies:

Retirement Planning

  • Non Qualified Deferred Compensation Plan

  • Supplemental Executive Retirement Plan

  • Executive Bonus Plan

  • Performance Incentives


Risk Management Planning

  • Executive Life Insurance Plan

  • Executive Supplemental Disability Plan

  • Executive Long Term Care Insurance

For more information on executive benefits contact us today.




Wealth Transfer

Executive Benefits

  • Retirement and Risk Management

Related Capabilities

  • Corporate Benefits, Retirement Planning, and Risk Management