Independent
Unbiased valuation of plan liabilities and assets
Consulting
Sharing plan design best practices to meet client objectives
Recordkeeping
Accurate reports provided on a timely basis
Compliance & Risk Management
Guidance for the dynamic regulatory environment
Technology
Software developed exclusively for nonqualified plans
Pangburn offers comprehensive recordkeeping solutions for nonqualified benefit plans and employer owned life insurance. From plan consultation and implementation to accounting and compliance, Pangburn's customer experience and proprietary technology provides a unique offering in the industry. Pangburn serves businesses, nonprofit organizations, and financial institutions of all sizes in all 50 states and maintains strong relationships with financial advisors, major life insurers, trust companies, and other professional advisors, providing exceptional servicing on a fee-for-service only basis.