Every executive benefit plan has a “supply chain” of service providers. We take an in-depth view of each of the links in the supply chain to ensure that all providers are competitive in their pricing and service levels. We use proprietary financial models to analyze funding and hedging strategies, and implement recommendations to maximize the financial benefits to the plan sponsor. Additionally, we provide continuous oversight of the benefit plan, its asset management, and service providers.
In addition to providing analysis and recommendations, we work directly with each plan sponsor and service provider in the supply chain to seamlessly implement recommendations.Read More