Specialized Rabbi Trust Consultancy that Provides a Complete Portfolio of Asset, Liability and Tax Services for Either a Unique One-Stop Shopping Experience.

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Presentation transcript:

Specialized Rabbi Trust Consultancy that Provides a Complete Portfolio of Asset, Liability and Tax Services for Either a Unique One-Stop Shopping Experience or Ala Carte Delivery HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collateral Thomas A Ference President & CEO Human Resources Mining & Distribution Co Locating, Validating and Accelerating HR Innovation Office: Cell: Fax: Website:

Specialized Rabbi Trust Consultancy Using a Rabbi Trust as a “funding” mechanism for a non-qualified plan (NQP) brings with it initial and ongoing needs on all three sides- asset, liability and tax Almost always, trust services are provided by disparate professionals such as actuaries, investment advisors and tax specialists This specialized NQP consultancy can provide an integrated services delivery model that includes a complete portfolio of services in 6 major areas: 1) Benefit funding analysis 2) Funding implementation 3) Portfolio management 4) Investment administration 5) Existing COLI audits 6) Financial / tax analysis. Multiple specialized services are provided within each of these six categories and services can be purchased en masse or ala carte

Services Details Benefit Funding Analysis Liability Determination Asset Allocation Optimization Tax Minimization Strategies Hedging Strategies Plan Change Impact Funding Implementation Selection: Money Managers, Trustees, Insurance Carriers RFP Administration Direct Product Placement Installation

Services Details Portfolio Management Asset/Liability Matching Annual Audit/Reconciliation Yield/Duration Optimization After-Tax Benchmarking Asset Reallocation Investment Administration Investment Account Optimization/Management Support Any Plan Design SAS 70 II Certified Unlimited Deferral Accounts Sophisticated Web-Based Interface

Services Details Existing COLI Audits Transaction Audit Performance Reconciliation Product Evaluation Financial Optimization Litigation Support Financial / Tax Analysis Tax Minimization Strategies Funding Vehicle Review Asset Allocation Optimization Liquidity Planning

Next Steps This product/service is contained in the HR Specialty Products & Services Catalogue™ Operational level details about this particular service provider can be obtained in conference with the vendor The HR Mining &Distribution Co. is an independent and contracted representative of the vendor Upon your request, we will arrange for an introduction that can range from a simple, quick conference call to a services overview / system demo Tom Ference (Chicagoland area) or Thank you for your potential interest in this fresh thinking