Dodd Consulting, LLC

"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."

 

Areas of Focus

Executive Benefits

  • Executive Life Insurance Plans
  • Executive Disability
    Insurance Plans
  • Executive Long-Term Disability
  • Survivor Income Plan
  • Supplemental Executive Retirement Plans (SERPs)
  • SERP Swap
  • Non-Qualified Deferred Compensation Plan
  • Non-Qualified -
    401(k) Mirror Plans
  • Split-Dollar Plans

Employee Benefits

  • Medical
  • Health Savings Accounts
  • Health Reimbursement Accounts
  • Dental
  • Vision
  • Life
  • Accidental Death and Dismemberment
  • Business Travel
  • Long and Short-Term Disability
  • Long-Term Care
  • Group Legal Assist Plan
  • Qualified Pension Plans
  • Qualified Plans - 401(k)
  • Supplemental
    Employee Pensions

Wealth Preservation

  • Preserving Family Assets
  • Wealth Transfer
  • Charitable Planning
  • Gifting
  • Trusts
  • Life Insurance Portfolio Planning
  • Long-Term Care
    & Disability Planning

Insurance Planning

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Retirement Planning
  • Education Funding - 529 Plans
  • Estate Conservation
  • IRAs & 401(k) Rollovers
  • Pension Plan Maximization
  • Mutual Fund Portfolio
  • Annuities

Business Continuation

  • Buy/Sell Plans
  • Stock Redemption Plans
  • Key-Person Plans
  • Business Succession
    & Continuation
  • Owner Exit Planning

Consulting Services & Plan Administration

  • Benefit Services
  • Insurance Services
  • Enrollment Services
  • Regulatory and Compliance
  • On-Demand Services
  • Plan Design
  • Program Competitiveness
  • Rx. Drugs and
    Disease Management
  • Employee Benefit Budget
  • Welfare Plan - Forms 5500
  • Restoration Plan Analysis

Dodd Consulting, LLC

One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net