KEYSOP / NQDCP

Recordkeeping and Reporting Services

(Key Employee Share Option Plans)

(Nonqualified Deferred Compensation Plans)

Are you getting everything you need from your third party administrator?

Recent changes in federal tax legislation have increased the complexity of recordkeeping and reporting requirements for Nonqualified Deferred Compensation Plans and the cost of noncompliance is significant. As a Plan sponsor, you want to know that your Plan is well tended.

We offer complete, flexible, cost-effective solutions with a personal touch.

We have worked with a great number of KEYSOP (KESOP) and other NQDC Plans of various sizes and complexities.  A respected provider of TPA services, we combine experience with technology to bring state-of-the-art plan administration to our clients.

State-of-the-Art Reporting System

Our proprietary Reporting System is designed to respond quickly to your needs and new reporting requirements. Concise, customized, easy-to-read statements outlines all activity, elections, and valuations at a glance. Secure online access to Statements of Activity is offered to Plan sponsors and participants.

Cost Savings

Our solutions eliminate the need for in-house recordkeeping. Not only do you realize administrative cost savings, but also eliminate human error associated with redundant activities and manual entry.

Personal Attention

By working closely with you, your legal counsel, trustees, brokerage firms and other advisors, we ensure that your Plan suits your needs and remains compliant with current regulations. Regardless of the size of your Plan, we provide prompt, dedicated and efficient attention to all matters at hand. Personal service and systems flexibility let us adapt quickly to meet the needs of your specific Plan or Arrangement.