Non-Qualified Plans
Unique Solutions
Non-qualified plans have more flexible funding options, vesting requirements, distribution guidelines, and reporting requirements compared to the qualified plans above. They are not subject to the kind of testing and compliance requirements as qualified plans. These plans have special tax considerations dependent upon the design that fits best for your organization.
Non-qualified plans can be a great incentive beyond or in lieu of your traditional qualified plans. What type of plan fits you best? Let CBC’s experts find the right plan to fit your organization’s needs. Our unique focus on qualified and non-qualified planning will help point you in the right direction.
Industry Experts
CBC's executive team has a combined experience exceeding 100 years in the Qualified and Non-Qualified Plan market.