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Seven Step Process


Whether the mission is to address an unfunded liability or design a nonqualified benefit plan, expect a disciplined, integrated approach that is client-comfortable, respectful of time, and fulfills the need for communication, education and knowledge. Clark consultants follow a consistent process to yield desired results:




  1. Identify corporate objectives, engage input, understand current challenges
  2. Design initial plan for review and comment
  3. Analyze financing and tax issues for recommendation
  4. Determine benefit security and level of protection required
  5. Finalize benefit plan
  6. Implement and strengthen with corporate-wide communication and enrollment
  7. Establish administrative system, recordkeeping, client services and support



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