The Appropriate NQDC Plan Options for Your Business
It begins with getting to know your business, from your recruiting and retention goals to existing NQDC plan providers, if relevant.
Recordkeeping and Plan Design
We have a recordkeeping platform that was specifically developed to handle the unique requirements of a Nonqualified Deferred Compensation plan and a dedicated recordkeeping team that focuses on NQDC plans. We can help you review and evaluate available plan designs and informal funding strategies through a needs-based assessment.
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01Needs Assessment
We start by learning about your organization, including:
- Understanding how your corporate objectives align with plan objectives
- Evaluating technology capabilities, fees, and integration opportunities
- Analyzing employee demographics
- Evaluating competitive practice, trends, and legislative considerations
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02Plan Design
We can help you review and evaluate available plan designs that align with your goals:
- Reviewing and evaluating available informal funding strategies that align with your plan design
- If you have a current plan, identifying competitive practice
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03Plan Recording
After a complete needs assessment and discovery, we can provide recordkeeping services for your Nonqualified Deferred Compensation plan with:
- Advanced technology capable of supporting plans of all sizes
- Access to dedicated plan sponsor and plan participant websites
Let’s Start the Conversation
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© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. You should consult your own tax and legal advisors (a) before establishing a nonqualified deferred compensation plan, and (b) regarding any potential legal, tax, and related consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan.
NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.
This material is provided for informational purposes only and does not provide individually tailored investment or financial advice.
Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly own subsidiaries of Morgan Stanley.
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