Deferred compensation, built for modern companies
Automate plan setup, election management, fund allocations, and reporting in one unified system for equity and deferred compensation
Replace bespoke, manual Deferred Compensation administration with a modern workflow
One platform for Equity and Deferred Compensation
Consolidate equity and deferred compensation administration in a single system. Manage plan rules, fund lineups, participant elections, and documentation without juggling multiple tools. Run preference and switch windows seamlessly, maintain complete audit trails, and eliminate manual spreadsheets. Whether you're managing Deferred Compensation in-house or partnering with service providers, Ledgy provides the solution.
Give executives real self-service visibility and control
Ledgy provides a self-service participant portal with real-time holdings, current and historical prices, switching workflows, and transaction history. Participants can make informed elections and track value over time, while admins keep control through window rules and validation.
Replace manual administration with automated workflows
Automate fund allocations, participant calculations, and broker instruction generation, eliminating error-prone Excel formulas and manual reconciliation. Ledgy handles complex rounding rules, tracks balances and transactions in real-time, and maintains complete audit trails across all plans, funds, and participants. Spend less time on operational grunt work and more time on strategic plan management.
Modern features for modern teams
Plan set-up
Configure plans with, contribution settings, fund line-ups, complex vesting and document templates.
Fund management
Manage funds with pricing data and supporting documents such as fact sheets.
Preference and switch windows
Open, manage, and validate election windows with structured workflows.
Automated unit allocations
Calculate per-participant allocations with correct rounding and decimal precision.
Participant self-service portal
Let participants view holdings, prices, and value, and submit elections and switches.
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Why our customers love us
Frequently Asked Questions
What is deferred compensation?
Who is deferred compensation typically for?
What do participants actually do during a plan year?
What makes deferred compensation hard to administer?
How does Ledgy help admins manage deferred compensation?
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