Non-qualified retirement plans offer a tax efficient way for employers to provide executive retirement benefits far above the limits of a traditional 401(k) plans. Our team counsels these mission critical employees on how to maximize their pre-tax savings in an efficient way customized for their unique needs.
These plans offer flexibility for employers when it comes to structuring compensation, allowing them to tailor benefits to key employees without worrying about the discriminatory constraints of ERISA-qualified plans.
Balefire’s corporate planning team will assist you with everything from ensuring compliance with IRS regulations to optimizing funding strategies and understanding the tax implications of each funding option.