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A Fact-Finder for a New Plan
Steve Jobs once said, “The secret of my success is that we have gone to exceptional lengths to hire the best people in the world.” Job’s peer and competitor, Bill Gates, has stated, “If we weren’t still hiring great people and pushing ahead at full speed, it would be easy to fall behind and become a mediocre company.”
Is your organization hiring great people—the best in the world? Are you pushing ahead a full speed?
A nonqualified plan that provides benefits for key employees could be just you’re your organization is seeking. Nonqualified plans are designed to help employees save more for retirement than a 401(k) or 403(b) plan allows. In the process, a nonqualified plan gives organizations a leg up in recruiting, rewarding, and retaining top talent and key employees.
Benefits for Key Employees
This report, published by Fulcrum Partners, defines five questions to ask, that will help an organization determine if a nonqualified plan is right for the company and its key employees.
Additionally, it includes a questionnaire to assist in determining the best solutions to help an organization meet its goals and objectives.
You can read Key Employee Benefits online, download it, or print it at this link. You’ll also find it on the “Alliance” page of the Fulcrum Partner website.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 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.
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