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Executive Benefits Plan Administration

COLI plans add business value by enhancing business culture and strategic objectives and by creating and preserving company wealth.

Our COLI administration counseling helps your company understand the value of nonqualified deferred compensation plans. We analyze plan alternatives and determine how different plans affect cash flows and costs in order to identify the best COLI solution for your business.

BMC Executive Benefits Plan Administration counseling helps you to...

• Establish record keeping processes for tracking key information associated with your plan
• Develop a useful service manual with plan overviews, enrollment forms and procedures, report samples, and sample documentation
• Create premium billing policies and practices based on plan design
• Simplify reporting for annual policy updates, cash value, and other activities
• Track policy transactions, such as ownership changes, loan processing and withdrawals, and claims