Topic: Deferred Compensation and Executive Benefit Plans

A Preview for Financial Advisors of Our Upcoming CRB Trends Report

Remote work and flexible work arrangements, wellness programs and financial education were among the top trends observed across industry reports, including Newport’s annual Compensation, Retirement and Benefits Trends Report. Check out a preview here.
 

Terminating and Liquidating a Non-Qualified Deferred Compensation Plan

Section 409A of the Internal Revenue Code of 1986, as amended (the "Code") requires deferred compensation to be paid under written agreements specifying both the time when payments commence and the form of payment. Section 409A prohibits earlier payment under an "anti-acceleration" rule. 

Actuarial Services for Cash Balance Plans

As a type of defined benefit pension plan, cash balance plans can help employers attract and retain employees through enhanced benefit security, and maximize annual tax-allowable contributions to “qualified” deferred compensation arrangements through current (versus future) tax deductions.

Rabbi Trusts

Employers that sponsor non-qualified deferred compensation plans may choose to set aside funds in order to create a pool of assets that can be used to pay benefits that have been promised to executives.

Deep Dive into Executive Compensation: A Case Study

Newport Group helped a large conglomerate see the “big picture” of its executive compensation structure and provided a vision for long term improvements. 

The Importance of Fiduciary Governance Advice for Non-Qualified Savings Plans

Non-qualified plans are an excellent tool to help retain, attract and reward executives or highly compensated employees. These plans can provide participants additional tax-deferred benefits above the levels available in their 401(k) plan.

Adding Non-Qualified Plans to Your Business

Non-qualified deferred compensation plans are more popular now than ever among the nation’s leading companies due to their relative ease of implementation and high individual tax rates (federal and state).

2017 Non-Qualified Deferred Compensation Survey: Prevalence of Plans Increases

A competitive executive compensation plan is becoming increasingly vital to attracting and retaining talented management, employers report in Newport Group's forthcoming 2017 non-qualified plan survey.

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