Plan Administration SaaS Solutions


Our Plan Administration Solution Leverages Modern SaaS Technology

We utilize decades of experience to meet the sophisticated recordkeeping requirements inherent to nonqualified deferred compensation (NQDC) plans.

Our scalable, web-based plan administration solution provides your brokers, distributors, plan sponsors, plan participants and carriers with a unique level of asset/liability management and recordkeeping support for all manner of plans, including:

  • Fixed Deferred Compensation Plans
  • Variable Deferred Compensation Plans
  • Defined Benefit Plans
  • Endorsement Split Dollar Plans/ Bonus 162 Plans
  • Survivor Income Plans
  • Disability Plans
  • BOLI Policy Reporting
  • COLI Policy Reporting
  • Annuity Product Reporting

Our Plan Administration Solutions Can Help You Plan Ahead

Gain access to new tools and reporting capabilities with our plan admin solution:

  • Broker branded Plan Sponsor and Participant portals
  • 24/7/365 access to plan administration tools
  • Automated generation and web-based delivery of reports
  • 24/7 access to full plan histories and plan documents
  • Retention of all policy commissions

Learn more about plan administration SaaS solutions by contacting us today!

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NYDFS 23 and NYCRR 500