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Non-Qualified Planning

Non-qualified plans are a valuable tool business owners can leverage to reward key employees and supplement compensation packages — and they can provide a competitive edge in talent recruitment and retention. These plans can also supplement a business owner’s own retirement, compensation, and bonus plans.

Our team can help you tailor and implement individual plans to meet your business’s objectives and the needs of each person covered.

We specialize in:

Supplemental executive retirement plans, allowing you to promise to pay additional income to yourself or your key employees at a later date, such as at retirement.

Executive deferred compensation plans, enabling you or your key employees to forgo receipt of a portion of current income until a later date, which is usually retirement.

Bonus plans, providing you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.