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Optimize your compensation strategy with our Non-qualified Plan Management. We specialize in managing deferred compensation plans for enhanced financial benefits.
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Defined Contribution Services involve managing plans where employee benefits are based on investment performance. Our services include plan design, investment options selection, and administrative support, ensuring a robust and compliant retirement plan.
Defined Benefit Plan Solutions focus on the creation and management of pension plans that promise a specific benefit at retirement. We offer expertise in plan design, funding strategies, and regulatory compliance, ensuring a secure retirement for employees.
Non-qualified Plan Management specializes in overseeing and optimizing non-qualified deferred compensation plans. Our expertise ensures these plans are efficiently managed, aligning with both employer objectives and employee benefits.
The Pooled Employer Plan is a comprehensive retirement solution for businesses, allowing multiple employers to pool resources, providing a cost-effective, professionally managed retirement plan. Our PEP simplifies plan administration, reduces fiduciary risk, and enhances investment options for participants.
This service manages specialized retirement plans for executives and key employees, falling outside the scope of ERISA-covered qualified plans. These non-qualified arrangements can be structured as either defined benefit or defined contribution plans, offering flexibility based on the employer’s goals. They are essential for providing tailored retirement benefits and attracting top talent. These plans allow for deferred compensation with potential tax advantages for both employers and employees. Non-Qualified Plan Management involves navigating complex regulatory and tax rules to maximize the strategic and financial benefits of these plans.
We offer non-qualified plan management to complement your existing retirement offerings and provide deferred compensation solutions for your key employees. Tax efficiency and strategic wealth accumulation make these plans essential to a competitive executive compensation package.
Deferred compensation plans that meet executive financial goals and company retention goals are our specialty. We encourage your best employees to invest in your company's long-term success by offering customizable deferral, investment, and distribution plans.
We understand the importance of tax planning in executive compensation. Our non-qualified plan management services are designed to maximize tax advantages for both the participants and the company, allowing for pre-tax deferral of compensation and potential tax-deferred growth of investments.
Navigating the complexities of non-qualified deferred compensation (NQDC) plans requires expert guidance. We provide end-to-end support, from plan design and documentation to administration and compliance with IRS regulations, ensuring that your plan operates smoothly and efficiently.
Retirement Plan Advisory
Non-Qualified Plan Management focuses on optimizing non-qualified deferred compensation plans, aligning them with organizational goals and employee benefits. We carefully plan and implement these plans to maximize tax benefits and meet participants' and the company's long-term financial goals.
We help define who’s eligible, how much they can defer, when it pays out, and how vesting works. For example, participants might defer up to 50% of salary or bonuses, with payouts at retirement, separation, or fixed dates. Vesting can follow years of service or performance goals. All terms are documented and 409A-compliant.
Deferred balances are tracked on your books, and the company sets aside matching assets—typically in a brokerage account. Funds are invested in individual stocks, ETFs, or model portfolios. The result is direct exposure to real investment growth, with transparent performance that aligns with the company’s objectives and the participant’s long-term benefit.
We handle all IRS and regulatory compliance requirements—timing of deferral elections, distribution schedules, and plan documentation. This avoids early taxation or the 20% IRS penalty. We also coordinate with your CPA to ensure everything aligns with corporate tax reporting and executive planning.
We offer to meet one-on-one with key employees to ensure they understand how much they can defer, how the money grows, when it pays out, and how it’s taxed. We provide clear examples and plain-English summaries, along with simple reporting so participants can track balances and investment performance.
We oversee all administrative components of the plan, including annual elections, account tracking, investment reporting, and distribution processing. Operational integrity is maintained through accurate recordkeeping, consistent execution, and timely reporting.
Each year, we review the plan with you to see if any updates are needed—new participants, changed comp structures, or investment allocation adjustments. We make sure the plan stays aligned with your business goals and keeps providing long-term value to your top people.
Share insights into your current personal and financial status free of charge and with no strings attached. You'll have the chance to interact with a professional in wealth management, providing a space for tailored conversation and responses to all your queries.
Comprehensive market insights keep you informed. Our experts analyze financial trends and how they affect your investments and financial strategy. We give you a deep understanding of market dynamics to help you make smart decisions.
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