Our focus isn’t just on setting clients up with a plan – it’s on continued service. We pride ourselves on not only focusing on initial transaction setup but also knowing that your clients need and deserve ongoing proper plan administration. Whereas many of our competitors outsource service to another company, we do complete in-house administration. And with the latest technology platforms and adherence to international IT security standards, it makes things clear and easier for everybody.

BOLI ADMINISTRATION

Our proprietary software system, NFP Connect, provides a complete and secure web experience for financial institutions and participating executives.

• 24/7 online access o Asset accounting, benefit reporting, and participant statements
• Security and privacy
• BOLI oversight and compliance o Insurance company reviews and alerts
• Adherence to state and federal regulatory requirements

NONQUALIFIED DEFERRED COMPENSATION ADMINISTRATION

A nonqualified deferred compensation plan is designed to meet executive and company needs, and the plan we manage is supported by financing options, an implementation timetable, and plan administration services.

• Participant investment option processing
• Contribution earnings/losses allocation
• Maintenance of balance information
• Calculation and tracking of vesting schedules and distributions
• Creation of plan liability reports for asset rebalancing

GLOBAL BENEFITS ADMINISTRATION

Our benefits administration platform allows your clients to work with any trust services provider or investment manager in the world to seamlessly manage the legal, jurisdictional and compliance issues of global benefits.

• Complex programs made simple and easy
• Service member accounts for U.S. and non-U.S. global benefit plan employees
• Account access from anywhere, in any currency
• Special reporting on currency exposure, residency and other international concerns
• Reliable and cost-effective delivery platform that follows international requirements