The Ross Companies is an independent advisory firm providing strategic guidance to senior management, corporate boards and high net worth individuals and families.
Specialty Consulting
Over the last several years The Ross Companies have conducted engagements covering a range of executive compensation and employee benefit retirement and group plans. Here are some examples.

Independent Total Benefit Review
  • Scope of Benefit Review: Appropriateness of benefit offerings, benefit levels, employee contributions, funding, support for hiring, advisor roles and fees
  • Group Medical Benefits: Identified significant savings opportunities in the medical programs, including self-funding
  • Group Long Term Disability Benefits: Identified significant excessive premium levels (over 25%)
  • Group Advisor: Identified excessive fees resulting in client obtaining communication work for no fees
  • 401(k) Plan: Found client was charged unnecessary higher fees by asset class along with very high advisor commissions
  • Retirement Benefits: Found very low replacement ratio for highly compensated ratio due to no supplemental plan
  • Guiding Principles: Established guiding principles to assist management and benefits group for plan management

Unique Challenges
  • Executive Pay: Creation of a cash-based phantom equity plan for a client mutual insurance company
  • Savings Plan Compliance: Establishment of fiduciary guidelines for a defined contribution plan for a company with no prior retirement programs

Companies in Transition
  • Executive Pay: Design of a cash-based retention incentive program for senior executives
  • Executive Pay: Valuation of executive perquisites in conjunction with the pay-out of an executive compensation agreement
  • Ownership: Creation of a stock buy-back trust for a private company with a small group of shareholders

Custom Senior Management Life Insurance and Deferred Compensation Plans
  • Insurance Plan: Created a flexible life insurance vehicle to individually reward executives while reducing their insurance costs
  • Deferred Comp: Created a deferred compensation plan to enhance total compensation package
  • 409A Compliance: Assured program met all the latest regulations for the executive team
The Ross Companies | 424 Madison Avenue, 14th Floor | New York, New York 10017 | Office: (212) 582-2524 | Fax: (212) 315-4274
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