Real Estate Investment Trusts have the same key talent retention and attraction needs as any other company. However, tax rules specific to REITs which allow them to maintain tax exempt status can make offering nonqualified plans both costly and risky to offer.
At MBS Financial, we understand the rules REITs must consider in offering and informally funding a nonqualified plan. We have helped REITs across the United States design plans and funding which afford them a powerful tool to reward and incent executives while working within the parameters of their charters for minimal balance sheet and cash flow impact.
Our experience, industry knowledge and relationships allow us to guide you from design to implementation in as little as 90 days.
In addition to nonqualified plan services, we offer wholistic executive benefit plan reviews with an emphasis on finding funding efficiencies between plans. Executive individual life insurance and disability plans complement traditional benefit plans.
Our knowledge of these marketplaces make MBS Financial your premier partner in attracting, retaining and incenting your key people.
Our Services
- Streamlined Plan Management
- Plan Review and Audit
- Plan Design
- Peer Benchmarking
- Funding Analysis
- Recordkeeper & Rabbi Trust Search
- Executive Disability
- Executive Life Insurance
Let us design a customized solution to fit your needs.