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Nonqualified

Nonqualified plans, like deferred compensation plans, top-hat plans, rabbi trusts and executive bonus plans, are special arrangements that can significantly benefit certain groups of employees. The addition of Section 409Ato the Internal Revenue Code dramatically altered the rules that govern these plans. These new regulations are more strict, making recordkeeping and reporting functions more critical. In addition to the vital need for detailed recordkeeping, most nonqualified plans require at least minimal compliance testing.

Our most common services for nonqualified plans include:

• Plan design, implementation and review
• General consulting
• Detailed recordkeeping
• Maintenance of historical data
• All required compliance testing
• Signature-ready IRS government forms
• Customized participant statements

If you don't see what you are looking for, or have questions about other services we can provide, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.