Non-Qualified Plans - 101
Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.
Non-Qualified plans like deferred compensation, RSU's, options, and corporate owned life insurance policies are exploding in popularity as employers look for new ways to attract and retain key personnel. This presentation will take you all the way back to the basics. Why do you (or should you) have one of these plans in your benefits package? How do they work and what are the different ways to structure them? How do you evaluate an existing program and determine if it is successful? Here is a crash course in all types of Non-Qualified Plans and how you can maximize their benefits.
Learning Objectives:
- What is a Non-Qualified Plan?
- Why are Non-Qualified Plans becoming more popular?
- How can a Non-Qualified Plan help an organization meet their goals?
- How to administer your plan to maximize its benefits.
Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/.
Live Streaming and Recording: Unless marked 'in person only,' all sessions are live-streamed on the app or web format and available for replay 30 days after the event.
Acknowledgment of Technical Issues: While rare, technical issues may occur during sessions. We appreciate your patience as we quickly address them.
Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.
Jeanne J. Sutton
Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.