Demystifying Non-Qualified Deferred Compensation Plans - McDermott Will & Emery

Demystifying Non-Qualified Deferred Compensation Plans

Overview


While many employers offer a non-qualified deferred compensation (NQDC) plan, these valuable benefit programs are often a point of confusion for plan administrators and the executives who are eligible to participate in the plans.

In this webinar, an industry panel of experienced professionals from McDermott Will & Emery, Graystone Consulting and Charles Schwab will explore how to bolster the efficiency, understanding and utilization of this important benefit plan.

Topics include:

  • Overview of NQDC plans
  • Plan and investment design coordination
  • Legal and compliance considerations
  • Funding strategies (COLI vs. mutual funds)
  • Asset / liability matching
  • Creating a competitive edge
  • Increasing awareness and utilization
  • Integrating NQDC plans with other retirement benefit plans

SPEAKERS


Mark Maizel – Executive Director I Nonqualified Plans, Graystone Consulting – Morgan Stanley
Tom Robertson, Financial Advisor, Workplace Advisor – Equity Compensation, Graystone Consulting
Kathryn Jackson CPC, QPA, QKA – Sr. ERISA Compliance and Consulting Manager Charles Schwab

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