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Our company
Plans Serviced
Plans sponsored
NEWSLETTERS
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 A non-qualified plan is an arrangement that provides deferred compensation for
a select group of management or highly compensated employees. A properly
designed plan can discriminate in favor of the highly compensated employees to
the exclusion of the rank and file. Also, non-qualified plans are not subject
to the restrictive vesting, funding and contribution levels that exist in
qualified plans.
We offer the following Non-qualified plan record keeping services:
- Maintenance of census data
- Calculation of amounts standing to each participant's credit
- Allocation of contribution credits to participants' accounts
- Allocation of investment credits to participants' accounts
- Calculation of payment amounts
- Preparation of administrative report showing the amounts standing to
each participant's credit
- Preparation of individual participant statements
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