Expertise

Meeting the needs of our clients requires having the right team of professionals with the talent and expertise to build the right executive benefits solutions for your company. Our staff includes a select group of professionals – each dedicated to a specialty area in supporting client programs, processes and services.

These disciplines include:

• Actuarial modeling to project liabilities and funding under various assumptions regarding plan design and future economic conditions.
• Accounting to comply with GAAP requirements and audit compliance.
• Finance to explore alternative funding options and determine the most cost-effective funding solutions.
• Legal to support proper program documentation and regulatory compliance.
• Life insurance product design, multi-life pricing and management to assure efficient funding.
• Administrative support systems and servicing to make sure the programs are properly managed.

We take great care to assure that client programs are designed to achieve our clients’ strategic and operational goals and maximize the return for the dollars spent.