Nonqualified Defined Contribution Plans

Fulcrum Partners Fulcrum Partners LLC White Paper

Are you looking for a guide to providing unlimited tax deferred contributions for select employees?

Nonqualified Defined Contribution Plans

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A nonqualified defined contribution plan can be a valuable tool in providing long-term cash accumulation benefits to select employees of a company.

As report author, Monte Harrick explains: A defined contribution NQDC plan is an attractive alternative for companies looking for ways to attract and retain the employees who are leading and determining the future of the company.”

Read the case study report: “Nonqualified Defined Contribution Plans:  Providing Unlimited, Tax Deferred Contributions for Select Employees,” to learn how  one employer put this strategy to work to benefit his team and his company’s future.

More about Monte Harrick, Managing Director Fulcrum Partners Los Angeles:

Before joining Fulcrum Partners LLC as a Managing Director, Monte Harrick was affiliated with a Los Angeles-based executive benefit advisory for more than nine years. As a Managing Director, he specialized in working with large corporations in attracting and retaining top talent, specifically as related to executive benefits. His responsibilities included analyzing and consulting with corporations on the design, funding, and administration of leading nonqualified benefit plans and welfare benefit plans.

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.