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Executive Solutions

Client Centered

Our clients understand that a rewarding executive benefits program is essential for attracting and holding top talent. But for many organizations, benefits plans constructed with the best intentions often fall short in their execution. Too many plans fail to achieve strategic objectives for meeting participant expectations, aligning with stakeholder interests, and maintaining consistency with the corporate mission.

Franklin Harold Financial approaches plan design from a fresh perspective, one that replaces off-the-shelf packages with customized programs designed to meet our clients’ strategic goals for participation, cost-efficiency and accountability.


We Provide

  • Restructure older benefits programs, in light of current stakeholder expectations, to be more consistent with current goals and needs
  • Shift designs from “defined benefit” to “defined contribution” models
  • Consult with respect to plan design
  • Structure associated financing and benefit security arrangements
  • Fulfill on-going management of related assets
  • Design and coordinate related participant communications
  • Provide on-going plan administration and technical support with our professional TPA relationships

Areas of Expertise

  • Non-qualified deferred compensation plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Phantom stock and “performance” plans
  • Individually-owned supplemental savings and benefits arrangements
  • Corporate-owned life insurance (COLI) informal funding arrangements
  • Corporate-sponsored annuity options
  • Executive life insurance plans (including; various forms of split-dollar, DBO and executive bonus programs)
  • Supplemental and extraordinary life and disability insurance coverages