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Launch of JurisPrudent Deferral Solutions


JurisPrudent offers fee deferral programs for plaintiffs’ attorneys – partnering with Bank of New York-Mellon as custodian and trustee of assets and The Newport Group – the largest deferred compensation recordkeeper in the United States


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Hedging NQDC Plan Expenses


Analect Benefit Finance assisted a major tech firm with reducing costs for it's executive nonqualifed deferred compensation program. Replaced existing futures-based strategy with Total Return Swap Hedge™


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Insurance Advisory Services


Atlas Financial Partners is advising major private equity firms on valuing blocks of institutional life insurance businesses. Focus is on aggregation, cost reduction and leveraging existing technology to increase market share


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