Non-Qualified Deferred Compensation
Lockton Retirement Services offers comprehensive non-qualified deferred compensation plan consulting to help employers maintain a competitive advantage in recruiting, rewarding and retaining top executive talent. Our associates offer knowledge and proficiency in plan design, asset funding strategies, investment consulting and 409A compliance review consulting to our clients. We tailor solutions that will allow highly compensated individuals the freedom to save the desired amount of their salary for retirement.
Our clients turn to us for design, financing, administration, communication and reporting of non-qualified retirement plans. Consulting expertise include:
- Deferred Compensation/Supplemental Executive Retirement Plans (SERP)
- Financial liability analysis and alternative funding techniques analysis
- 409A plan governance and compliance consulting
- Service provider analysis, product studies and negotiations
- Plan implementation/conversion management and processing
- Participant communication and education
- Investment management and due diligence
- Plan administration, recordkeeping and reporting
- Benchmarking and ongoing plan audit processes
Related Retirement Insights:
Non-Qualified Deferred Compensation - Interaction of NQDC with Qualified Plans
Payroll Tax Reporting - Contributions to NQDC Deferred Compensation Plans
Sample Accounting Guidelines - For the Executive Non-Qualified "Excess" Plan
Tax Reporting - For Distributions From NQDC Plans
Scope of Audit - Why Audit Your Non-Qualified Plan