Our Services
BENEFITS ALIGNED.
BY DESIGN.
Rouse & Company specializes in the design, implementation, funding, education, and service of executive benefits for public, private companies and nonprofits.
Plan Design
Rouse & Company provides a full-service Executive Benefit program model – plan design, implementation, asset management, education, administrative integration, and ongoing service – to help your company offer key executives long-term financial stability.
Metrics
When it comes to defining the level of employer contributions to an Executive Benefit plan, we will work with your company and your other trusted advisors to set proper metrics to deliver perceived value to participants in alignment with stated Company goals.
Financing
The Executive Benefit planning process has multiple steps,. One of the key steps in the process is informal funding. Rouse & Company will walk your company through all your options, considering cash flow, tax impact, asset/liability management, and benefit security throughout.
Education
The keys to a successful Executive Benefit program are communication, education, and planning integration. Rouse & Company’s value proposition includes communication materials, educational orientation, enrollment support, and program management.
Our Services
Rouse & Company specializes in the design, implementation, funding, education, and service of executive benefits for public, private companies and nonprofits.
Nonqualified Plans
Nonqualified plans are an executive’s most effective, tax-advantaged strategy for building wealth, aligning stakeholder and key talent objectives in a powerful and cost-effective way.
409A Elective Deferral (EXCESS)
Supplemental Exec Retirement (SERP)
Long Term Incentive (LTIP)
Synthetic Equity (SAR, Phantom)
Executive Bonus Plan
Restricted Executive Bonus
Institutional Funding Solutions
Plan Asset Investment Advisory
Existing NQDC Plan Audit
Participant Education
Financing Solutions
We offer multiple plan financing techniques tailored to your company’s cash flow, tax considerations, financial statements, cost and long-term performance.
Carve-Out Programs
We design solutions to reward key employees with supplemental risk protection programs beyond what is available to them through the company’s group insurance plans.
Key Person Life Insurance
Corporate Owned Life Insurance (COLI)
Bank Owned Life Insurance (BOLI)
Carve-out Executive Life Insurance
Carve-out Executive LTD
Buy/Sell Funding Strategy
Executive Long-Term Care
Overhead Expense Protection
Business Owner Succession
Director & Officer Insurance
Succession Planning
Designed to help business owners successfully transition out of their business, we offer buy-sell, transfer and inside-transition strategies.
Planning Expertise
By their very nature, the programs we design for you are long-term engagements. You can rely on Rouse & Company to foster an enduring relationship supported by attentiveness, accessibility, commitment to service, and stewardship.
We serve all industries & specialize in the following planning areas:
Key Employee Retention
Encourage loyalty & help secure the financial futures of your key people before & after retirement.
Attracting Key Talent
Attract top talent to your organization by offering highly competitive benefits.
Ownership Transition
Encourage loyalty & help secure the financial futures of your key people before & after retirement.
Long-term Incentives
Provide performance-based incentives to motivate key talent & achieve organizational goals.
Bridging the Retirement Gap
NQDC plans allow key employees & employers to contribute additional tax-deferred compensation.
Plan Audit & Remodeling
The multi-generational workforce requires a contemporary revamp of some older plan designs.
