Non-Qualified Plans - 101 | Sessions

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Concurrent Session
Non-Qualified Plans - 101
Tuesday 06/25/2024 11:00 AM - 12:00 PM   Add to calendar

Competencies: Business (Behavioral), People (Technical) | Intended Audience: Mid-Level, Senior-Level
Workplace Application:
This session will help HR Professionals learn the basics of a Non Qualified Plan, why an organization would adopt a plan and how it benefits both the employee and the employer. 

Non-Qualified plans like deferred compensation, RSU's, options, and corporate owned life insurance policies are exploding in popularity as employers look for new ways to attract and retain key personnel. This presentation will take you all the way back to the basics. Why do you (or should you) have one of these plans in your benefits package? How do they work and what are the different ways to structure them? How do you evaluate an existing program and determine if it is successful? Here is a crash course in all types of Non-Qualified Plans and how you can maximize their benefits.

Learning Objectives:

  • What is a Non-Qualified Plan?
  • Why are Non-Qualified Plans becoming more popular?
  • How can a Non-Qualified Plan help an organization meet their goals?
  • How to administer your plan to maximize its benefits.


Jeanne J.  Sutton, CFP Photo
Jeanne J. Sutton, CFP, Managing Director,
Strategic Retirement Partners