Nonqualified Deferred Compensation Services

Nonqualified Deferred Compensation Services from Fulcrum Partners, a OneDigital Company

August 4, 2022

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Fulcrum Partners delivers customized nonqualified deferred compensation services for publicly traded companies, nonprofit organizations, and privately held companies.

The marketplace is competitive and rarely predictable. As employers increasingly recognize the potential of partnering with employees, equipping their employees to achieve goals individually and as teams, becomes critical. Strategies for empowerment, which can take many forms, must be holistic and built on creative and integrated benefits opportunities.

Compensation and benefits to attract and retain valued employees include a range of rewards, from the obvious base salary, annual bonuses, and annual incentive bonuses to other incentives including:

  • Cash Compensation in the form of long-term incentives or pay for performance.
  • Qualified Plans including defined benefit pension plans, 401(k) plans, and Employee Stock Ownership Plans (ESOP) profit sharing.
  • Equity Plans such as stock options, restricted stock, phantom stock, and stock appreciation rights.

Group Benefit Plans that could include qualified group benefits, survivor income, employment agreements, and change in control agreements.

While these options are all tools that work to differing degrees for different types of organizations, none of these strategies represents the targeted focus of the team at Fulcrum Partners, a OneDigital Company. Additionally, none of these options alone may be sufficient to solve the challenges employers can face in helping highly compensated employees save efficiently for retirement.

Specialists Who are Focused on Nonqualified Deferred Compensation Services (NQDC)

The team at Fulcrum Partners is one of the largest and leading firms in the U.S. that delivers customized nonqualified deferred compensation services. The team is focused on helping organizations attract and keep top-performing talent through the use of:  

  • Supplemental Executive Retirement Plans, known as SERPs
  • Deferred Compensation Plans
  • Long Term Incentive Plans
  • Supplemental Disability
  • Long-Term Care Life Insurance

You can find out more about the NQDC services offered by the Fulcrum Partners Team. Read: Fulcrum Partners Services.

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This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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