Non-Qualified Plans

Non-qualified plans have typically not received the same attention as ERISA governed defined contribution plans. Yet, the non-qualified plan market has rapidly evolved due to regulatory changes, a stabilizing economy, and the institutionalization of administrative services and financing products. Best practices in plan design, financing strategies, and administration have led to greater company cost savings and better participant and plan sponsor experiences. We will work with plan sponsors to reassess an existing plan or put a new plan in place.

Our non-qualified plan services can be delivered on either a full-retainer or project basis and include:

  • Discovery
  • Plan Design and Administration Review
  • Investment Research and Selection
  • Performance Reporting
  • Communication/Education
  • Governance