Retirement Planning

There are two retirment systems in America. We belive you should follow the model of executives for your retirment planning

Non-Qualified Deferred Compensation, NQDC

Non-Qualified Plans

  • Retirement Savings Plan (RSP)-401k, 403b
  • 1870s…Traditional Pension Benefit (TPB)
  • Portable Pension Account (PPA)
  • Supplemental Executive Retirement Plans (SERP),
  • Non-Qualified Deferred Compensation (NQDC)
  • Split Dollar Loan Agreement Plans
  • Executive Bonus Plans- Section 162
  • Company Owned Life Insurance
  • Bank Owned Life Insurance
  • Personal Owned Life Insurance

Retirement Plan Options

Who uses non-qualified plans? 92% of all Fortune 1000 Companies Offer Non-Qualified plans to their  key employees.