We have a singular focus: to build a competitive executive benefit package for an organization’s key people. Public and private firms, financial institutions, health care groups and nonprofits benefit from our strategic solutions, delivered through one-on-one support and an independent business model that sets us apart from our competition. Through the strategic design, implementation, and administration, we can help bolster a competitive program to support your top-level talent through the following:
- Group Benefit Equalization & Restoration – Addressing the unintended shortfalls of group benefit plans
- Retirement Completion – Providing the opportunity for employees to save enough to retire on time and maintain their standard of living
- Recruiting & Retention Programs – Designing programs to creatively attract and retain top level talent
Details make the difference. In the end, we are strategic partners, not vendors. For us, it’s personal.
Broadridge Retirement and Workplace combines the power of Matrix and Fi360 to streamline the ways you engage investors and help them reach their goals. Thrive amid change with a partner that always puts you first. As an independent platform, we’ll help you seize opportunities with greater speed and fewer worries.
- Accelerate growth by incorporating next-gen technologies and services that maximize business intelligence and performance.
- Improve risk management with comprehensive oversight tools and industry-leading certification resources.
- Scale your business using automation, real-time analytics, and an industry-leading retirement plan trust and custody along with an omnibus trading platform.
For non-qualified plans specifically, you can rely on the vital trading, custodial, and consultation services needed for these unique plan types. From plan inception through change in control transactions, you get flexible funding options, discretionary trustee services, paying agent services, and so much more. Leverage Broadridge Retirement and Workplace as your independent third party with 25+ years’ experience dedicated to non-qualified plan services.
Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 2.8 million clients across the country. Please visit equitable.com for more information.
Massachusetts Mutual Life Insurance Company (MassMutual®) is a mutually owned insurance company offering financial protection, accumulation and income solutions. MassMutual’s Institutional Solutions businesses have built a trusted reputation serving institutions by earning clients’ confidence and bringing expertise to deliver long-term, customized solutions to meet their unique financial needs. We bring a consultative, client-focused approach to creating innovative, tailored solutions to help drive better customer outcomes.
At New York Life we conduct business around the core values of financial strength and integrity allowing us to deliver smart and sustainable solutions. With over three decades of providing institutional life insurance products, we understand the institutional markets. Our team consists of dedicated business specialists with market-speciﬁc expertise in developing client-oriented solutions.
Solution-Based. Our products and investment offerings are regularly enhanced to meet the increasingly complex demands of our clients, including maintaining a dynamic investment platform.
Commitment. New York Life Institutional Life has continued to prove its deep commitment to the institutional markets, consistently, through all economic climates and plans to continue doing so.
Proven Stability. Throughout its over 175-year history, New York Life has built a reputation of ﬁnancial strength and sustainability. New York Life and its subsidiary New York Life Insurance and Annuity Corporation (NYLIAC), issuer of COLI products, are not public companies or owned by private equity, enabling long-term and prudent decision-making. Its strong surplus remains above and beyond the amount required to cover its obligations.
Consistently high-rated. New York Life and NYLIAC have received the highest ratings currently awarded to any life insurer by all four rating agencies. (A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, Standard & Poor’s AA+ as of 10/18/2022)
Deferred Compensation and Executive Benefit Plans
Newport is a leading provider of deferred compensation and executive benefit plan services. With 40 years of market leadership, plan sponsors benefit from our Total Plan Management—all from responsive, experienced nonqualified plan specialists. Total Plan Management services include:
• Executive Benefit Plan Consulting
• Funding Strategies
• Executive Benefit Plan Administration
• Communication and Education
Newport, an experienced and knowledgeable partner, can help you develop and manage the opportunity from beginning to end. With the largest team of nonqualified plan service specialists, Newport can assist you in growing your NQDDC business.
To discuss an opportunity, please email our sales and consulting team at firstname.lastname@example.org
OneDigital is a leading insurance, financial, retirement, and human resources services provider that delivers quality, personalized, tech-enabled solutions to over 100,000 employers and millions of plan participants. Founded in 2000 with the goal of leveraging technology to transform the employer health insurance market, OneDigital has rapidly scaled in size and scope of services. Through the acquisition of some of the best of the best in insurance brokerage and financial and retirement advisory, OneDigital has redefined the delivery of comprehensive health and financial wellness benefits. Today, the company has 200+ offices nationwide and over 3500 employees.
Within OneDigital, the executive benefits team includes 15 nonqualified plan and executive benefits consultants, who average more than 30 years of financial industry experience, and $8.46 billion in executive benefits assets under management. These team members joined the company in 2021 through the strategic acquisition of one of the leading and largest executive benefits consultancies in the U.S.
The OneDigital executive benefits team is among the most experienced in the nation in the creative and customized design of benefits strategies that support the objectives of companies for rewarding and retaining valued talent. The team’s skills are deep and refined, and as part of OneDigital, their proficiencies are underpinned by the technology, security, and resources of a dynamic, service-centric marketplace leader.
The Pangburn Group is a private company that offers comprehensive recordkeeping solutions for nonqualified benefit plans and employer owned life insurance programs. From plan consultation and implementation to accounting and compliance, Pangburn’s customer experience and proprietary technology provides a unique offering in the industry. For nearly 30 years, Pangburn has provided services to businesses, nonprofit organizations, and financial institutions of all sizes in all 50 states and maintains strong relationships with financial advisors, major life insurers, trust companies, and other professional advisors, providing exceptional servicing on a fee-for-service only basis. In-house computer programmers and support staff have given Pangburn an edge in the marketplace, as customized software development has proven a necessity “to provide our clients with accurate and useful information on a timely basis at a reasonable cost.”
Principal helps people and companies around the world to build, protect and advance their financial well-being with our retirement, insurance and asset management expertise. With innovative ideas and real-life solutions, we make financial progress possible for clients of all income and portfolio sizes. A member of the FORTUNE 500®, Principal has $635 billion in assets under management and serves more than 62 million customers with offices in 27 nations and territories throughout Asia, Australia, Europe, Latin America and North America. Principal Financial Group, Inc. common stock is traded on Nasdaq under the ticker symbol PFG.