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Nonqualified Plan Consulting

CBIZ can help you implement and administer a nonqualified plan to enhance your total rewards program.

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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.

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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.

Investment Advisory

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

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

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