The key to a successful Executive Deferral Plan is balancing the employer’s needs with those of the executives. Navigating the “trade-offs” of various Executive Deferral Plans requires a firm with an understanding of the effects on a company’s financial statements as well as the behavior and demographics of the executives. Our process is designed to help your organization understand the costs, tax and legal framework, and the tradeoffs for the range of plan designs and funding options.
We differentiate ourselves by looking beyond traditional Non-Qualified Deferred Compensation strategies to lower total plan costs and provide a more flexible and attractive benefit to the executives.
We can provide your organization with:
We design and implement:
Contact us for a no-cost review of your current plan to understand your options for reducing plan costs and improving the benefits offered under the plan.
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