Reward Key Talent

Many companies offer nonqualified plans as a retirement benefit for executive-level employees because IRS contribution limits can make 401(k) and 403(b) plans restrictive for high earners. Since nonqualified plans like deferred compensation, 457, SERP, and long-term bonus plans are not subject to Employee Retirement Income Security Act (ERISA) requirements, they can be offered as an incentive to specific employees, which can help your organization attract, retain, and reward key talent.

A New Chapter for CBIZ Benefits & Insurance Services

CBIZ Benefits & Insurance Services is now a standalone company backed by New Mountain Capital. Building on a strong foundation, we’re focused on new opportunities for growth and continued investment in our capabilities, technology, and talent. Through this transition, our commitment to serving our clients and supporting their evolving needs remains at the center of what we do. 

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Our Approach

CBIZ can work with you to implement and administer a nonqualified plan using an orderly consulting process. Our team can:

  • Help clarify objectives
  • Provide holistic plan design consulting
  • Analyze cost and informal funding models
  • Coordinate with employees and service providers
  • Monitor asset and liability matching
  • Provide periodic plan updates and amendments
Key Benefits

Reward Key Talent

Attract, retain, and reward key talent by enhancing your total rewards package with a nonqualified retirement plan.

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Key Benefits

Boost Retirement Savings

Nonqualified plans can help key employees save more money for retirement by maximizing their contribution options while deferring taxes until retirement.

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Related Services

Check out these additional CBIZ services to elevate your overall benefits strategy.

Participant Services

CBIZ provides solutions to help employers incorporate financial wellbeing into their overall benefits package. Whether you’re looking to offer personalized account management, virtual financial planning tools, or one-on-one financial advice for your employees, we have an experienced team ready to assist.

Read More
Investment Advisory

Our investment advisers and portfolio strategists can help your retirement plan achieve its objectives and improve participant outcomes.

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Benefits Administration

Administering an effective and compliant retirement plan requires continuous attention and knowledge. CBIZ offers benefits administration solutions designed to streamline your administrative processes and help maintain compliance with regulations

Read More
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2027 Market Outlook: Key Benefits, Risks, and Workforce Trends

Uncover opportunities for growth with our predictive outlook, which is packed with forward-looking analyses and resources to help you thrive.

Align Your Strategy With Market Insights
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