Wisdom Wealth Strategies | Business Planning
Non-Qualified Plans
Non-Qualified plans are designed to provide incentives to key employees and executives to remain with their particular employer. Non-Qualified plans are not subject to ERISA (Employee Retirement Income Security Act) guidelines. Therefore, employers are able to design benefit packages that are not required to meet the discrimination and top-heavy testing standards that··ERISA-covered plans must meet. We commonly assist business owners with the following types of Non-Qualified plans:
• Executive Bonus Plans
• Deferred Compensation Plans
• Group··Carve-Out Plans
• Split-dollar Life Insurance Plans
Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC
Wisdom Wealth Strategies and Cadaret, Grant are separate entities.
Representatives are licensed to offer securities in the following states: California, Colorado, Minnesota, Nevada,
New Mexico, Oregon, Texas, and Wyoming. Additional states may be added.
