With our administrative partners, Corrigan & Company meets the most challenging of a financial institution’s administrative needs: timely and accurate plan information. The on-line systems we use provide comprehensive data, including asset and benefit liability accounting, concentration analysis, and participant statements, as well as supplemental tax and accounting support. In addition, we provide expert analysis, review, and a wide range of support for all matters pertaining to the BOLI/COLI asset class. Our strategic partners and 3rd party administrators provide superior products and services for the benefit of our clients.
• On-Line Asset Accounting
Asset account services provided by reputable SAS Level II certified vendor partners
• Financial Analysis/Portfolio Review
Ongoing insurance company financial analysis and annual portfolio review meetings, in-person or by conference call, per client
• Support: Regulatory/Compliance/Accounting/Actuarial
Support for all regulatory and compliance matters related to BOLI asset class, as well as periodic benefit statements, and accounting and actuarial assistance, as required.