Services
Overview
The successful implementation and operation of any nonqualified benefit plan - with all of its nuances and complexities - requires assembling the right team of experts. Pangburn is pleased to serve as the nonqualified recordkeeping expert for over 2,000 clients. We offer comprehensive recordkeeping solutions for nonqualified benefit plans of all sizes at a competitive fee.
For over two decades, Pangburn has focused its efforts on developing best practices in nonqualified benefit plan recordkeeping: creating efficiencies, training staff as subject matter experts, and offering a rewarding client and advisor experience. From plan design and implementation to ongoing recordkeeping and compliance, Pangburn is a proven industry leader.
Competitive Advantages
•Client Experience: Focus on educating clients and providing proactive recordkeeping and consultation
•Proprietary Technology: Easily adapt to changing regulations and client needs
•Compliance Expertise: Exceed expectations with quality control and auditing
•Unbiased: Independent third-party not associated with selling plan assets
•Niche Market: Skilled at catering to small to mid-sized plans
•Fee-for-service: No commission sharing
•Unbundled: Providing clients complete flexibility in choosing the right partners for their plan
Plans Administered
•Account Balance Plans
•Non-Account Balance Plans
•Phantom Stock Plans
•Stock Appreciation Rights Plans
•Short-Term Deferral Plans
•Corporate Owned Life Insurance Programs
•Bank Owned Life Insurance Programs
•Split Dollar Life Insurance Programs
•Executive/Section 162 Bonus Plans
Excluded Services
•Qualified Retirement Plan Recordkeeping
•457(b) Plan Recordkeeping
•Policy Administration (e.g. premium billing)
•Policy Illustrations
•Point of Sale Support
•Product Recommendations
•Investment Advice
•Section 79 Plans
•Restricted Bonus Plans
 Plan Design & ConsultationRecordkeepingFinancial Institution ComplianceSample Reports