Nonqualified Plan Management
Sometimes a custom retirement package works best for both the employee and employer. Explore nonqualifed plans to show your leading talent they are valued.
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 scrutinize providers, fees, key agreements, and your company’s financial situation to recommend the best strategy.
Maximize Rewards
Nonqualified plans don’t have the income and contribution limits of traditional 401(k) and 403(b) plans, yet are still tax-deferred.
Reduce Compliance Risk
These solutions aren’t governed by ERISA rules, so there are fewer time-consuming regulations to follow.
Remain Flexible
Through individual contracts and insurance solutions you can negotiate compensation packages that work for top job prospects and your company.
Managing Nonqualified Retirement Plans Throughout the U.S.
Rothschild Wealth Partners retirement consultants have years of experience helping entrepreneurs and family businesses offer tailored nonqualified retirement plans. From our headquarters in Chicago, we can design custom solutions for your business wherever your employees work.
