Non-Qualified Plans


If you, as a small business owner, have exhausted the limits of qualified retirement contributions, such as an IRA, or your company is not large enough to justify the cost and complexity of a company-wide retirement plan (i.e., 401k), you may see the immediate benefit of funding a non-qualified contract.

You and a few selected employees can take advantage of a concept known as an “Executive Bonus” program.  Your business can be the source of deductible contributions and each participant will have a non-qualified retirement savings mechanism that is flexible, portable, and legacy focused.

Our retirement experts can advise you on the benefits of an executive bonus arrangement and can likewise coordinate with your tax advisor and attorney. Contact us today to schedule a Free consultation.

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