Addressing Your Needs for Today.
Helping You Plan for Tomorrow.

Non Qualified Plans

When traditional corporate retirement plans could be restricted with respect to the Employee Retirement Income Security Act (ERISA) guidelines or deferral opportunities, non qualified options can be incorporated to help owners, executives, and highly compensated pursue their own retirement needs.

Our advisors, with input from third party administrators and trusted sponsors, will help craft non-qualified options that best suit your current business model.

Examples of Non Qualified Plans

  • Deferred Compensation
  • Executive Bonus Plans
  • Split Dollar
  • 457 b & f Plans in Non Profit Market

Call one of our advisors to see if a non-qualified option makes sense for your business!