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Qualified plans fill several needs, but for many top executives there is a gap in how much they can save in a qualified plan and the amount they want to save for retirement. Non-qualified deferred compensation plans can help fill that gap and help business owners recruit, reward, and retain top talent in today’s ultra-competitive job market. This webinar will discuss the need for nonqualified plans, types of nonqualified plans, how they work, and ways to fund them.
Learning Objectives:
- Differentiate qualified plans versus nonqualified plans
- Determine how to choose the right plan(s)
- Identify ways to fund plans
Gail Brannock
Nationwide
Technical Director, Advanced Consulting Group
brannv1@nationwide.com
(877) 669-6877
Gail Brannock, JD, CPA, has over 25 years experience in business, wealth, and tax planning and has worked in the financial services industry since 2000. At Nationwide, Gail’s focus is on business continuation planning and non-qualified executive benefits. Gail has experience in buy/sell strategies as well as nonqualified deferred compensation, executive bonus, and split-dollar planning.
Gail has her Bachelor of Business Administration in accounting from Georgia Southern University and her Juris Doctor from the University of Georgia School of Law. Gail is a member of the State Bar of Georgia and is licensed as a Certified Public Accountant.
Gail’s focus is primarily on helping business owners prepare for retirement and business succession and provide life insurance-based incentives for key executives.
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