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🔧 Andesa Services Plan Administration

Andesa Services Plan Administration

Flexible, Scalable Plan Administration Systems.

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Overview

The Andesa Plan Administration system leverages modern software technology and decades of business acumen to meet the sophisticated record-keeping requirements inherent to nonqualified deferred compensation plans. It supports a wide range of plan designs and is integrated with other Andesa solutions.

✨ Key Features

  • Record-keeping for nonqualified deferred compensation plans
  • Support for complex plan designs
  • Integration with policy administration and other Andesa solutions
  • SSAE 16 SOC 1 Type II and SOC 2 Type I compliant
  • Broker-branded reports and web portals
  • Fee-based service model

🎯 Key Differentiators

  • Specialized focus on nonqualified deferred compensation plans
  • Integration with policy administration
  • Strong security and compliance

Unique Value: Andesa provides a specialized and secure solution for the administration of nonqualified deferred compensation plans, with a focus on handling complexity and ensuring compliance.

🎯 Use Cases (4)

Administering nonqualified deferred compensation plans Ensuring compliance and data security for plan administration Providing a seamless experience for brokers and their clients Integrating plan administration with policy administration

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ SSAE 16 SOC 1 Type II ✓ SSAE 16 SOC 2 Type I

💰 Pricing

Contact for pricing
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