Nonqualified Plans (NQ)

Administration of nonqualified plans (NQ) is becoming more and more of a specialty service. Many providers steer away from these plans because the NQ enrvironment has become so complex.

We provide nonqualified (NQ) plan administration and consulting for private and public companies, small and large.

We help design new plans and improve existing ones. Our approach is to provide the straight facts related to plan design, risk, and funding. The plan is built around your goals!

For plans that use our administration services, we can provide our recordkeeping administration in conjunction with your qualified plan. This can include one statement for all your participants. Employees not in the NQ plan do not see the NQ anywhere on their statement or system. Alternatively, we can process the plans on separate files with separate statements if desired.

Regardless of whether your plan is funded or unfunded (in terms of the Rabbi trust) or how the earnings are allocated, we can handle it on our recordkeeping system.

The bottom line is we can provide an administration solution that meets your needs - from an annual statement to daily valuation.