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    Elevating Executive Benefits

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

    Elevating Executive Benefits

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

    Retain Leaders and Drive Performance 

    Take your executive benefits to the next level—and get it done with confidence.
    Navigating the complexities of executive benefits planning 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 and disruption to your business strategies and financial performance.

    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

    Key People Retention Plans

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    Deferred Compensation  Plans  

     

     
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    Executive Benefits Plans

     

     

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    Banks + Insurance Companies

     

    Mezrah Consulting by the Numbers

    30
    +
    years in business
    300
    +
    companies advised
    1000000
    +
    409A-compliant transactions annually
    12
    +
    industries served

    As of 2025

     

    A True Partner in Executive Benefits Planning.

    You need a partner 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. 

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    Focused on Your Needs.

    Whether it’s a focus on executive benefit planning strategies to attract and retain top performers or working with private clients to provide strategies for personalized planning, Mezrah Consulting is committed to providing solutions to reach your long- and short-term goals.

     

    Our innovative Private Client Solutions are strategically designed to meet the needs of C-suite executives, ultra-net-worth individuals and family offices.

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    Private Client Solutions

     

    View Solutions

    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. 

    We subscribe to a success model and champion no fee engagement consulting. However, 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. 

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    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 True Cost of Losing an Executive

    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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    What Our Clients Are Saying

    "The team at Mezrah Consulting has always been very thorough with anything we’ve ever needed. We were maxed out in 401(k) plan to leverage as a benefit for the team (without triggering refunds). Mezrah Consulting’s team did a great job of educating our leadership team at every step, taking a complicated process and explaining it in simple terms. The Mezrah Consulting team provides us with ongoing support, outreach, service check-ins—and they’re well organized, which makes it easy for us to make the investment and continue to expand our plan."

    CFO, Large Real Estate Company

    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.


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    What is 409A?

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    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.

     

    Our mapbenefits® platform helps plan sponsors and participants stay 409A compliant. Learn More.

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    Why is 409A compliance important?

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

     

    To avoid penalties, consider having a comprehensive audit performed on your Deferred Compensation Plan.

     

    Learn More

    Partners

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