The Value of Pragmatism: How to Evaluate and Select Nonqualified Plan Providers and Add Transparency to the Process

Did you know it is a common practice for major brokerage firms to bring in third-parties to handle plan administration? However, this move often results in you paying twice the amount necessary for recordkeeping and administration of your plans. This situation calls for bringing added transparency to the process of evaluating and selecting the ideal nonqualified plan provider. In our latest white paper, we encourage you and show you how to ask the right questions of plan providers to ensure you are receiving the value you deserve.

You may be surprised to learn that in the world of NQDC plans, smaller can be better. Larger firms don’t always deliver better service or better value. Read why in our latest white paper.