NQDC Plan Report

In Case You Missed It: White Paper Report on NQDC Plan Use for Smaller Companies

January 4, 2018

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White Paper Report // an NQDC Plan is Not Just for Large Companies

In case you missed this report by Managing Director Monte Harrick (published last month), you can download the White Paper as a PDF here:

Non-Qualified Deferral Plans: Not Just for Large Companies

More about Monte Harrick

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.


Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Photo credit: Mark Solarski

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