Plan Administration
State-of-the-Art Services to Help You Administer Your Plan
Administration of Both Informally Funded and Unfunded Plans - We administer executive benefit plans of all kinds, whether you’ve informally funded your plan with mutual funds or insurance products, or decided, as part of our process of analysis, to leave the plan completely unfunded.
Branded Website for Administering Your Plan - We partner with third-party administrators to provide you with a website for conveniently administering your plan. We can brand your website with your company’s name and logo.
Single Point-of-Contact - You’ll have a single point of contact at Capital Strategies Group. We designate a member of our administrative staff to be your contact and the responsible party for your account. They’ll work closely with the third-party administrator to ensure that you receive the best possible administrative support and service.
Independent Evaluation of Third-Party Administrators - Because of our independence, Capital Strategies Group is also able to regularly evaluate the services and performance of third party administrators to ensure that each client is matched with the best possible provider at all times.