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CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
Old Mutual Financial Network is a Baltimore, MD-based company in the Financial Services sector.
Interior Savings is a member-owned, democratically-controlled credit union dedicated to creating local money while helping to build vibrant communities. Through its 21 branches, 16 insurance offices, Member Service Centre, and two Commercial Services Centres, the Credit Union offers personal and commercial banking and a full range of insurance and wealth management services to more than 70,000 members across 14 communities. Since 2002, Interior Savings has returned $53.8 million to members through its Member Rewards Program and invested nearly $8 million in support of community programs.
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and West Palm Beach, Florida.