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Nonqualified Deferred Compensation: What Advisors Need to Know

Nonqualified Deferred Compensation: What Advisors Need to Know

Brian Yolles of StockShield and Jeff Roberts of ADP Executive Deferred Compensation will present on the topic Nonqualified Deferred Compensation: What Advisors Need to Know to Advise Executives on June 18 at the Hilton San Francisco Airport Bayfront.

Many executives and key employees have the opportunity to participate in NQDC plans to put more money away than they can under the limits of tax-qualified retirement and pension plans. This session will address:

  • How these plans work to defer compensation, including salary and/or bonus, and the taxes at various stages
  • Importance of NQDC in an executive’s overall financial goals and strategies
  • Decisions at enrollment on contribution amounts and on distributions, and the role for advisors in helping clients make the best choices
  • Risks associated with these plans, including ways to mitigate them 

The presentation is part of myStockOptions’ annual conference Financial Planning for Public Company Executives & Directors.