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Non-Qualified Plans
 

  Are You Strategic About the Benefits You Provide to Your Executives?

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  • Do you feel you have the benefits package in place to attract and retain your key executives?
  • Have you previously thought that a nonqualified plan would not add value for your organization since you are a closely-held business, tax exempt, not-for-profit, or governmental entity?
  • Are you minimizing the tax burden your executives will face at retirement by providing them with a customized plan design?
  • Do you know when to fund executive benefit plans and the best vehicles for doing so before and after retirement?
  • Does it feel like advisors are trying to sell you a product rather than customize a strategy that attracts and retains the talent you need in high level positions?


These are not your everyday questions. When you choose Clarity In Numbers for your actuarial services, the Clarity professionals will help you understand your obligations, develop a course of action, and allow you to go about running your organization.

 

 

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Clarity In Numbers, LLC | 125 South Wacker Drive | Suite 300 | Chicago, IL 60606 | P:312.893.5450 | F:888.884.7930 | info@clarity-llc.com