Guest benefitsanalyst Posted December 14, 2016 Posted December 14, 2016 Who are the top non-qualified plan Deferred Comp plan recordkeepers (with funding thru a COLI)? i.e. I don't think a mutual fund company (like Fidelity or T Rowe Price) can offer this type of plan due to the funding arrangement.
hr for me Posted December 14, 2016 Posted December 14, 2016 I know that the larger HR consulting firms like Mercer have departments/groups that just handle NQ plans (worked on some back in the day). Don't know if they still do the recordkeeping themselves though or if it is just outsourced to smaller providers. But it looks like at least the Louisville and Chicago offices handle NQ plans.
david rigby Posted December 14, 2016 Posted December 14, 2016 It's possible a smaller firm could service this type of plan. Expertise matters. hr for me 1 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Mark Whitelaw Posted December 15, 2016 Posted December 15, 2016 The Pangburn Group in New Roads, LA. dv13 and Bill Presson 2
dv13 Posted January 12, 2017 Posted January 12, 2017 Yes, The Pangburn Group. Our expertise is nonqualified plans using COLI or BOLI, typically for small to medium sized companies/banks. http://www.pangburngroup.com
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now