SECURE Act 2.0

Protected: Nonqualified Deferred Compensation Open Enrollment

Welcome to deferred compensation annual enrollment. If you’re new to Nonqualified deferred compensation (or Non-qualified) plans and wondering how they work, a Non-qualified plan is an additional retirement savings account. These accounts are usually made available to executives or highly compensated individuals to save over and above the the annual 401(k) deferral limits. Please watch this quick introduction video to learn more.

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Neil Davies

Neil Davies, CPWA®

Principal, Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.