Business Details
31 Years
experience
Executive Benefits Consulting Experts
Rouse & Company & Company has built a reputation as an industry-leading executive benefits consulting firm, leveraging over three decades of experience to simplify complex compensation strategies. Our independence and extensive network of strategic partners enable us to deliver tailored solutions that align with long-term corporate objectives. We specialize in designing, implementing, and managing executive benefit programs that attract, retain, and reward top talent across public, private, and nonprofit sectors. Our process emphasizes collaboration with clients' existing advisors to ensure seamless integration with broader financial and succession planning goals.With a focus on education, communication, and annual evaluations, we ensure programs remain effective, compliant, and aligned with evolving business needs. Our commitment to service, accessibility, and stewardship fosters enduring relationships with clients, while our multi-disciplinary approach connects organizations with specialized expertise in legal, tax, and investment domains. Headquartered in Excelsior, Minnesota, we serve clients nationwide with a proven methodology that simplifies the complexities of executive compensation.
Services
Nonqualified Plans
Financing Solutions
Carve-Out Programs
Succession Planning
Key Employee Retention
Long-Term Incentives
Plan Audits
Risk Protection Programs
Tax-Deferred Compensation
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of specialized expertise in executive compensation consulting.
- Our full-service model covers plan design, implementation, and ongoing management.
- We provide access to a pre-qualified network of legal, tax, and investment partners.
- Our process aligns executive benefits with corporate objectives and compliance standards.
- We deliver customized communication and education programs for participant engagement.
Services
Nonqualified Plans
Nonqualified plans provide executives with tax-deferred compensation strategies aligned with long-term corporate goals. These programs allow employers and employees to contribute additional funds beyond qualified plan limits while offering flexibility in design and funding. Our solutions integrate 409A deferrals, supplemental executive retirement plans, and synthetic equity structures to enhance executive wealth-building opportunities.
Financing Solutions
We develop customized financing strategies for executive benefit plans considering cash flow requirements, tax implications, and asset/liability management. Our approach evaluates multiple funding techniques including institutional products and investment advisory services to ensure benefit security while maintaining financial flexibility for organizations across different industries.
Carve-Out Programs
Carve-out programs deliver enhanced risk protection beyond standard group insurance offerings. We design executive life insurance, long-term care coverage, and buy/sell funding strategies that provide critical financial security for key personnel while supporting business continuity objectives during ownership transitions or unexpected events.
Succession Planning
Our succession planning services focus on ensuring smooth business ownership transitions through buy-sell agreements, transfer strategies, and inside-transition planning. We help organizations maintain operational continuity while addressing tax-efficient wealth transfer mechanisms that align with both personal and corporate objectives for leadership changes.
Plan Audits
We conduct comprehensive audits of existing nonqualified deferred compensation plans to assess effectiveness, compliance, and alignment with current business strategies. Our reviews identify opportunities for modernization, ensuring program designs meet contemporary workforce expectations while maintaining regulatory compliance across multi-generational employee populations.
People
Casey Rouse
President
Casey Rouse & Company & Company founded Rouse & Company & Company to address executive benefit needs through specialized expertise in compensation strategy. With over 30 years of experience, he leads the firm's consulting services by combining creative solutions with practical implementation across diverse industries.
Questions
What types of executive benefit plans do you specialize in?
We specialize in nonqualified deferred compensation plans, carve-out programs, succession planning, and supplemental benefits tailored to align with corporate objectives while meeting regulatory requirements.
How do you ensure plans align with our business goals?
We collaborate with your existing advisors to establish performance metrics and funding strategies that directly support long-term organizational objectives while maintaining participant engagement and perceived value.
Can you help with existing plan modifications?
Yes, we audit existing programs and recommend modernizations to improve effectiveness, compliance, and alignment with current business strategies for multi-generational workforce requirements.
What makes your approach different from other consultants?
Our full-service model combines 30+ years of specialized expertise with a network of pre-qualified partners to deliver comprehensive solutions that integrate financial, legal, and tax considerations.
Do you work with both public and private companies?
We serve public corporations, private enterprises, and nonprofit organizations of all sizes with customized executive benefit solutions designed for their specific operational needs.
How do you support program implementation and education?
We provide complete implementation services including third-party administrator selection, communication strategies, enrollment support, and ongoing program management resources for successful adoption.
Reviews (1)
Dylan Boor
Nov 15, 2019
Report
My team needed to hire quickly, and Rouse & Company helped us build a benefits package that was appealing to the best candidates we had. A couple of candidates had multiple offers on the table, but they always ended up choosing us. I think a lot of it had to do with the plan Rouse helped us craft. Thanks for your help!
