Plan Design

Non-qualified plans allow executives to defer compensation on a pre-tax basis until a predetermined date or event (e.g., retirement); and unlike qualified plans, non-qualified 409A plans allow an employer to limit eligibility to a select group of key employees.

Since virtually all plans are customized, MBS Financial provides valuable insights for setting plan objectives and designing plans to meet these goals. There are many plan design levers that can facilitate your company’s ability to attract, motivate and retain key employees.

We have designed plans that:

Align pay with shareholders.

Allow deferral of multiple sources of income above qualified plan limits.

Assist in controlling yearly income tax.

Help save for retirement and other future needs.

Provide incentives to meet specific company goals.

Contact us to get started…