Learn the Latest Trends and Best Practices for your Non-Qualified Deferred Compensation plan Financing
Date: March 13th, 10:30 am
Join us for an exclusive webinar on “Best Practices in Deferred Compensation” where we explore emerging trends, common pitfalls, and best practices for managing your Deferred Compensation Plan. Learn how other plan sponsors are enhancing their plan designs to meet current demographics and corporate objectives, as well as ensure they’re efficiently and adequately hedging plan liabilities
Agenda
What You’ll Learn
Learn why companies are now more actively pursuing an ‘audit’ of their existing plan
In this insightful webinar, we’ll delve into key elements of plan design that enhance recruitment, retention, and retirement of your Key Talent. We’ll also reveal the simple changes you can make as the plan sponsor that enhance plan perception and utilization without incurring additional cost. Finally, we’ll discuss the traditional financing strategies plan sponsors use to ensure the plan is cost-efficient for the organization going forward.
Takeaways
Key Takeaways
After attending, you’ll walk away with tools and tangible next steps that will make you a hero to the compensation committee, finance team, and most importantly, your plan participants! You’ll learn why a thorough audit is so important and can lead to enhanced participation, compensation and retention strategies, and creative flexibility for participants while employed and at retirement.
Latest Trends in Deferred Compensation
Discover the most recent plan designs and application. We’ll explore changes in demographics and corporate objections, as well as vesting schedule flexibility.
Market Benchmarks
Dive into changes in the marketplace related to all components of plan design: Eligibility, Contributions, Growth, Vesting, and Distributions
Best Practices in Deferred Compensation Enrollment
Discover new enrollment environments and communication strategies increase plan utilization, comprehension, and perception
Informal Funding
How are plan sponsors informally funding their Deferred Compensation Plans? Are there new strategies available? Am I leaving cost savings on the table? We’ll have answers to all of these questions and more
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., an investment adviser registered with the SEC. Wrightwood Advisory and the above firms are not affiliated.
Speaker Information
Meet Our Expert
Our webinar features Andy Kuchera, NQPC, a recognized industry leader in Non-Qualified Deferred Compensation. With over 13 years of experience working with publicly-traded and large, privately-held companies, Andy has been at the forefront of innovative plan design, financing strategies, and regulatory changes.
What our clients say about Andy and the Wrightwood Team
“Andy and the team at Wrightwood have a better understanding of Non-Qualified Deferred Compensation than any advisor I’ve ever worked with. Our plan was mostly an afterthought for several years. Andy and his team showed us the powerful retention tools available to our company with a few simple plan amendments, not to mention we saved seven figures in tax and expenses. To be blunt, they’re the best.”
Registration Form
Reserve Your Spot Today
Fill out the form below to register for the webinar. After registering, you will receive a confirmation email with all the details and an Outlook calendar invite to ensure you don’t miss this important event.
Contact
Need Assistance?
For any questions or further assistance, please contact us at info@wrightwoodadvisory.com or visit our Support Page. We’re here to help!