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Advantages of a Nonqualified Plan

Your Advantages

You benefit because a nonqualified plan:

  • Isn't subject to contribution and participation limits
  • Lets you choose which employees you want to participate in the program
  • Helps tie key employees to your business
  • Has simplified government reporting and disclosure rules

Employee Advantages

Plan members benefit because a nonqualified plan allows them to:

  • Help bridge the retirement income gap created by the shortfall of their 401(k) plan savings and Social Security benefits and their income replacement goals
  • Contribute as much as they want to the plan; there are no current restrictions as to how much you or your key employees can save
  • Defer taxes on contributions and their earnings until the plan pays benefits

 

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