Call one of our specialists
at 800.959.0071 or email insight@401kadvisors.com

Plan Design

401(k) Advisors is proud to offer customized, comprehensive services and solutions for non-qualified deferred compensation plans (NQDC).

With your objectives as a guidepost, we help plan sponsors reach the right decisions with regards to executive benefits. You can trust us to conduct a thorough analysis of existing plans, and identify gaps and opportunities for improvement. At the front-end, we conduct competitive benchmarking, financial modeling and funding analytics to lay firm groundwork for the preliminary plan design. Once changes are implemented, our work continues with proactive management and ongoing updates.

Plan Diagnostics

Our team of dedicated consultants will guide you through strategic goal setting, assessments and documentation to ensure plan assets are well balanced against benefit liabilities. This rigorous process minimizes corporate earnings volatility. When all variables are balanced, you are presented with an extensive and totally objective Plan Diagnostic Report, your foundation for informed decision-making complete with a Plan Summary and suggested enhancements.

As we examine your plan features, we’ll indicate areas for improved efficiency and impact. For example:

  • Eligibility Provision
  • Deferral Elections
  • Investment crediting options
  • Vesting Schedule
  • Discretionary/Matching Contributions
  • In-Service Distributions

Count on 401(k) Advisors for a thorough review of your plan. Our expert consulting services will cover a range of disciplines that address the specific needs of your non-qualified program.

Contact one of our plan specialists today at 800.959.0071. Or email insight@401kadvisors.com. We’re ready to help.

Securities offered through Financial Telesis, Inc. Investment Advisory Services offered through 401(k) Advisors. Financial Telesis, Inc. is not an affiliate of 401(k) Advisors.