Nonqualified Plan Management
Offer More. Go Beyond Qualified Plans.
Nonqualified plans let you help your executives and high-earning employees save more for retirement. We can help you with deferred-compensation plans, executive bonus plans, split-dollar plans, SERPs and group carve outs. We’ll evaluate providers, fees, and plan features to help you choose a strategy that fits your business.
Maximize Rewards
Nonqualified plans can provide additional opportunities for eligible employees to defer compensation beyond qualified plan limits, subject to applicable tax rules.
Flexible Plan Design
Certain nonqualified plans may offer greater design flexibility than qualified retirement plans, allowing employers to tailor benefits for select employees.”
Remain Flexible
Nonqualified plan designs can provide employers with additional flexibility to structure benefits for key employees.
Managing Nonqualified Retirement Plans Throughout the U.S.
Rothschild Financial Partners retirement consultants have years of experience helping entrepreneurs and family businesses offer tailored nonqualified retirement plans. Our retirement plan professionals work with businesses to evaluate and develop nonqualified plan strategies tailored to their needs.
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A Different Kind of Wealth Firm. Already Operating.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
