At Management Services International, we provide assistance in the following areas:
- Formation of Captives
- Management of Captives
- Certified Audits Performed Annually by Third Party Licensed CPA Firms
- Income Tax Returns Completed Annually
- Annual Insurance License Fees and Other Corporate Fees Renewed that are Associated with Running the Insurance Company
- Annual Underwriting
- Feasibility Study
- Business Plan
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
NONQUALIFIED DEFERRED COMPENSATION (NQDC)
- Prepare nonqualified deferred compensation plan
- Review and update the NQDC plan, as necessary, in order to ensure its ongoing compliance with applicable laws.
- Provide consultation upon request regarding NQDC plan administration.
- Prepare and submit the records necessary to keep the Trust in good standing with the state in which it was established.
- Prepare and provide to the Trustee annual tax returns for the Trust. (If Applicable)
- Prepare and timely provide to the Company the annual deferral election.