Professional Administration Services

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The primary advantage of a nonqualified plan is flexibility which can lead to complex, time consuming, and costly administration. We eliminate the administrative burden by providing full outsourcing capabilities. Our approach reflects four fundamental principles:

 

oClear and frequent communication is key

oPlan administration is an assumption of responsibility (not just record keeping)

oExperienced professional staff

oResponsive technical support / Best of class systems

 

 

The information contained on this Site is general in nature and should not be considered legal, tax or investment advice. This information is provided for general educational purposes in connection with your use of our site and services. The facts of your particular situation, and developments in applicable laws, rules and regulations or the interpretation thereof, may affect the information as it pertains to you. You should consult with your attorney or tax advisor regarding your specific legal or tax situation and with your investment advisor regarding the risks and advisability of sponsoring or participating in a nonqualified plan.

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