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Non-Qualified Plans

Our services include defining the plan provisions of these executive benefit plans to assist in the attraction and retention of key employees. A cost analysis of company contributions and administration expense is performed in the design phase. These plans can be designed to pick up where your qualified plan is constrained by the IRS compensation and contribution limits.

The investment choices offered by the plan can be the same as the funds offered in qualified plan, with the exclusion of collective investment trust funds (CITs), or a custom investment menu can be made available for this more sophisticated audience.

We can develop the communication materials and meet with your executives one-on-one in assisting with the deferral selection that optimizes the company match along with providing tailored investment advice.      

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