Plan Administration SaaS Solutions

Andesa plan administration 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:

  • Variable and fixed defined contribution income plans
  • Defined benefit income plans
  • Split-dollar life insurance arrangements
  • Death-benefit-only plans
  • Corporate-owned life insurance
  • Bank-owned life insurance

Our Plan Administration Solutions Can Help You Plan Ahead

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

  • 24/7 access to plan administration tools, allowing you to revise personal demographics, set contribution allocations, and change provisions
  • Model what-if plan changes and generate accounting, plan and participant statements
  • Fully-brandable sponsor portals, letting your brokers and carriers present a seamless user interface to clients
  • Instant, web-based delivery of scheduled, recurring and ad hoc reports
  • 24/7 access to full plan histories, including plan values and documentation as of any date

Choose Andesa to help you improve efficiencies with our Plan Administration Solutions. Contact us today to learn more.

 
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