Expertise - Key Employee Retention and Reward Plans
Non-Qualified Deferred Compensation Plans for For-Profits - IRC 409A
Non-Qualified Deferred Compensation Plans for Non-Profits - IRC 457
Loan Regime Split Dollar (LRSD) & Collateral Assignment Split Dollar (CASD) - IRC 7872
Incentive and Bonus Plans - IRC 162 and 83 Restricted Bonus Arrangements
All of these plan options can be funded by the Employer, Employee, and/or Both.
Interested in Learning More?
The best way to get started is to schedule an informal discovery call where we discuss at a high level your challenges and what you wish to accomplish.
Our client relationships often start with an educational session (which may include your leadership team, board of directors, or both) to explain how the different types of plans work.
Ready to send a RFP/RFI? Interested in an informal discovery call and/or educational session?