Non-Qualified Plans

Successful employers have constantly sought innovative ways to retain and reward key employees. A Non-Qualified plan allows an employer the flexibility needed to provide a benefit showing a commitment to the key employees of an organization and also provides an incentive that reduces turnover at critical management levels.

There are a number of types of non-qualified plans, including deferred-compensation plans, bonus deferral plans, excess benefit  plans, and  supplemental executive retirement plans. The contributions made to these plans are usually nondeductible to the employer and taxable to the employee. However, they allow employees to defer taxes until retirement — when they are presumably in a lower tax bracket.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides advisers with unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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