The Todd Organization

What The Todd Organization does

The Todd Organization is a U.S. executive benefits and funding solutions consulting firm that has operated continuously since 1957. The firm designs, implements, and administers non-qualified deferred compensation plans (NQDC, SERPs, Mirror 401(k)), executive insurance strategies (life, supplemental disability, long-term care), and corporate funding vehicles (COLI, BOLI, ICOLI, and mutual fund- or derivative-based strategies) for mid- to large-sized employers and banks. Its service menu also includes ongoing Total Plan Management — plan design consulting, regulatory compliance, peer benchmarking, participant communications, and plan administration.

The firm operates as an open-architecture consultancy, partnering with multiple asset managers, communications providers, plan administrators, and administrative technology vendors rather than relying on a single captive product platform. No proprietary technology platform is disclosed; delivery is relationship-based through a national bench of principals and consultants positioned across 13 U.S. offices. Compliance expertise across IRC Sections 409A, 101(j), 7702, 280(g), 162(m), BOLI pre-purchase analysis, and OCC reporting — as well as a documented history of legislative engagement (1996 COLI advocacy, Pension Protection Act of 2006) — is a distinguishing capability.

Commercially, the company generates revenue through professional services engagements (consulting fees for plan design, implementation, and ongoing administration) plus economics from insurance placements; pricing is quote-based and customized to client size, plan complexity, and scope of services. The company is privately held (legally The Producer Group, LLC, headquartered in Alpharetta, GA) and serves a primarily U.S. national client base across banking, financial services, and general corporate industries.

Name

The Todd Organization

Legal name

The Producer Group, LLC

Website

https://toddorg.com

Company type

Private

Founded year

1957

Operating status

Operating

Headcount range

101–250 employees

Short description

The Todd Organization is a privately held U.S. executive benefits consulting firm founded in 1957 that designs and administers non-qualified deferred compensation plans, executive insurance, and COLI/BOLI funding solutions for mid- to large-sized employers and banks nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices14 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Executive Benefits Consulting Services: The Todd Organization generates revenue through consulting fees for designing and administering executive benefit and funding solutions for corporate clients. Services include non-qualified deferred compensation plans, SERPs, COLI/BOLI strategies, and plan management including compliance, funding, peer benchmarking, and administration. Revenue is derived from professional services engagements with employers seeking executive compensation solutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Todd Organization is a financial services and executive benefits consulting firm that designs, funds, and administers customized executive benefit plans for mid- to large-sized employers. Its offerings include Non-Qualified Deferred Compensation (NQDC) Plans, Supplemental Executive Retirement Plans (SERPs), Mirror 401(k) Plans, Executive Life/Disability/Long-Term Care Insurance, and Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), and Insurance Company Owned Life Insurance (ICOLI) funding strategies. The firm provides end-to-end plan management services including plan design consulting, regulatory compliance, peer benchmarking, communications, and ongoing administration.

Product overview

The Todd Organization offers a comprehensive suite of executive benefit and funding solutions designed for mid- to large-sized employers. The portfolio consists of Non-Qualified Deferred Compensation (NQDC) Plans, Supplemental Executive Retirement Plans (SERPs), and Mirror 401(k) Plans under the Non-Qualified Plans umbrella; Executive Life Insurance, Supplemental Disability Plans, and Long-Term Care Insurance under Executive Insurance Strategies; and Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), Insurance Company Owned Life Insurance (ICOLI), and Mutual Fund/Derivative Based Strategies under Effective Funding Solutions. These core offerings are supported by Total Plan Management services including Plan Design Consulting, Compliance, Peer Benchmarking, Communications, and Administration. The company pioneered the first non-qualified executive benefit plan in 1957 and specializes exclusively in executive benefits and funding solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Non-Qualified Deferred Compensation (NQDC) Plans Allows executives to voluntarily defer pre-tax compensation including salary, bonus, incentives and commissions, with deferred dollars growing tax-free until a specified future date such as retirement, termination, death or disability. Targeted at executive employees of mid- to large-sized employers.
• Supplemental Executive Retirement Plans (SERPs)

Quantifiable outcome

• More than $4 Billion of COLI and BOLI coverage placed since founding
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered supporting.

• Asset Management LeaderssupportingOthersThe Todd Organization operates as an open-architecture firm with strategic alliances with recognized leaders in asset management, communication, education and plan administration, backed by advanced administrative technology and support services.
• Plan Administration ProviderssupportingOthersTodd has relationships with all leading industry funding resources and partners with industry-best resources for communication support and programming that educates and engages employees during plan rollout and administration.
• Advanced Administrative Technology ProviderssupportingTechnology or IntegrationThe firm leverages advanced administrative technology and support services through partnerships to provide best-in-class availability for every client, including 24/7 account accessibility and on-demand reporting.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Mercer: Mercer (Marsh McLennan) provides executive benefits consulting and benefits administration to multinational corporate clients. It competes with Todd on large plan-sponsor engagements as part of a global HR-and-benefits advisory franchise.
• WTW: WTW (Willis Towers Watson) is a global advisory firm with a substantial executive benefits and group benefits practice serving large plan sponsors. It overlaps with Todd on NQDC, SERP, and BOLI advisory, though within a much broader advisory and brokerage franchise.
• Gallagher: Arthur J. Gallagher is a major insurance brokerage whose employee benefits consulting practice designs non-qualified plans and benefits programs for mid- to large-employers. It is a broader incumbent competitor in the same client segment.
• Aon: Aon's large Human Capital practice provides executive benefits consulting, actuarial support, and benefits administration to enterprise clients. It competes with Todd on large corporate engagements but as part of a much broader consulting portfolio.

Regional players

• USI Insurance Services: USI is a U.S. property/casualty and employee benefits brokerage with executive benefits capabilities, primarily serving the U.S. market similar to Todd. It competes on mid-market employer relationships though its core offerings are broader insurance brokerage services.

Direct peers

• NFP: NFP is a specialty insurance broker and consultant with a dedicated executive benefits practice that designs and funds non-qualified plans, COLI, and BOLI programs — directly competing with Todd for the same mid- to large-employer and bank clients.
• OneDigital: OneDigital is a U.S. benefits consulting and brokerage firm with executive benefits and BOLI advisory capabilities serving mid- to large-employer plan sponsors, overlapping closely with Todd's specialty consulting model.
• Lockton: Lockton is a major independent insurance brokerage whose executive benefits and executive insurance practice designs non-qualified plans, SERPs, and COLI/BOLI programs for corporate clients — a direct functional peer to Todd.

Others

• Segal Group: Segal Group is a benefits, compensation, and actuarial consulting firm with executive benefits and non-qualified plan advisory practices serving similar plan-sponsor clients. It is a thematic peer in the same niche advisory market.
• Milliman: Milliman is a large actuarial and consulting firm providing expert support on executive benefits, pension, and BOLI matters. It often partners with — rather than directly competes against — specialist boutiques like Todd on complex engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/thetoddorg
• LinkedInlinkedin.com/company/the-todd-organization

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Todd Organization