We Specialize in Executive Benefits and Institutional Insurance—So You Don’t Have To

Nonqualified Deferred Compensation (NQDC): Partner with a market leader and leverage a powerful tool for attracting and retaining talent.
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Bank-Owned Life Insurance (BOLI): Utilize a tax-efficient method for a bank to help offset employee benefit costs and gain a tax-advantaged funding vehicle.
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Corporate-Owned Life Insurance (COLI): Implement a well-planned COLI program to effectively offset the costs of offering a nonqualified benefit plan.
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Insurance Company-Owned Life Insurance (ICOLI): Leverage our ICOLI diagnostics to structure, implement, and sustain an effective ICOLI program tailored to organizational goals.
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Credit Union-Owned Life Insurance (CUOLI): Receive end-to-end support with our CUOLI platform, including purchase analysis, program design, risk management, reporting, administration, and more.
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Compensation Consulting: Ensure employee compensation is competitive, fair, and aligned with the organization’s goals and culture through our market analysis and pay program design services.
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Investment and Fiduciary Consulting: We assist plan sponsors in implementing processes to manage defined contribution and defined benefit plan responsibilities, complementing an advisor’s practice.
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Newport Trust Company - Special Fiduciary Services: Access trusted solutions for independent fiduciary, fiduciary auditor, and institutional trustee services to help navigate fiduciary complexities.
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