Plan Review and Audit

MBS Financial has more than 40 public company and 200 private company clients, covering over 225 non-qualified plans. Given our extensive database of clients and our research capabilities we offer a comprehensive Plan Review service to make sure your company’s non-qualified plans are meeting the needs of both the plan sponsor and plan participants.

With the prevalence of non-qualified benefit plans more than 95% at medium and large public companies, many non-qualified plans have been in place for years without much review. Given the recent tax law changes, now is the time for companies to audit and benchmark non-qualified plans to determine the plan’s:

Competitive features

Cost

Compliance with new laws and regulations

Flexibility for participants

Have you recently checked your plan for 409A compliance?