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Benefits of Nonqualified Deferred Compensation Plans for Clients

Engage Clients · Plan design & capabilities · Article

Enhancing Executive Benefits with NQDC

Help clients navigate tax burdens and enhance their retirement savings with nonqualified deferred compensation (NQDC) plans, which complement traditional 401(k) offerings by providing higher-earning employees with competitive retirement packages. Discover the advantages of pairing NQDC plans with safe harbor 401(k) plans to meet your clients' unique needs.

How Advisors Can Maximize Client Engagement Using the Latest Compensation, Retirement, and Benefits Insights

Engage Clients · Plan design & capabilities · Insights

Compensation, Retirement, and Benefits Trends Report

In an uncertain economic landscape, balancing compensation, retirement, and benefits programs is crucial for clients looking to attract and retain talent. Leverage insights from Ascensus' annual Compensation, Retirement, and Benefits Trends Report to guide your clients in understanding their program’s competitive position and making informed decisions for the year ahead.

2024 Newport/PLANSPONSOR NQDC Trends Survey Report: Enhance Your NQDC Program, Boost Executive Retention, and Stay Competitive

Growth Strategies · Expand my practice · Insights

2024 Newport/PLANSPONSOR NQDC Trends Survey Report

Recent changes in the nonqualified deferred compensation (NQDC) plan landscape present new opportunities for employers. Tap into the latest trends—and use them to your advantage.

Maximize Nonqualified Plans with COLI: Tax-Efficient Funding for Key Talent

Growth Strategies · Expand my practice · Article

Boost NQDC Plans with COLI

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

Maximize Your Advisory Practice: Leveraging PEPs for Business Growth, Streamlined Administration, and Cost Efficiencies

Growth Strategies · Advisor PEPCAST · Video

PEPCAST Episode 1: Grow Your Business with PEP

Discover how PEPs can help advisors grow their business by leveraging economies of scale, reducing administrative burdens, and enhancing participant outcomes. 

Streamline Fiduciary Responsibilities with Ascensus 3(16) Administrative Fiduciary Services

Engage Clients · Plan design & capabilities · Products and Services

Ascensus 3(16) Administrative Fiduciary Services

Give your clients the support and protection they need with Ascensus 3(16) Administrative Fiduciary Services. Our support for day-to-day plan management and routine monitoring creates efficiencies for clients, allowing you to focus on growing your business.

How Workplace Retirement Plans Can Accelerate Your Advisory Practice Growth

Growth Strategies · Expand my practice · Article

Workplace Retirement Plans: Distraction or Accelerator?

Discover how integrating retirement plans into your practice can enhance client relationships, capitalize on growing demand, and protect your business from competitors

By: Jason Crane

How MEPs and PEPs Can Benefit Advisors and Their Clients

Engage Clients · Plan design & capabilities · Products and Services

Introduction to MEPs and PEPs

Scale your business by offering Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), which reduce administrative and financial burdens for employers.

Enhancing Retirement Plans: Applying NQDC Solutions to Overcome 401(k) Testing Challenges

Engage Clients · Plan design & capabilities · Article

Resolving 401(k) Testing Issues with NQDC Plans

Help your clients navigate nondiscrimination testing issues with their 401(k) plans by recommending Nonqualified Deferred Compensation (NQDC) plans and guiding them through the benefits of these plans.

Understanding 360° Payroll Integration: A Financial Advisor's Guide

Engage Clients · Plan design & capabilities · Products and Services

Enhancing Efficiencies with Payroll Integration

Enhance your advisory practice by offering payroll integrated 401(k) solutions, streamlining processes for clients and increasing your revenue streams. 

Expand Your Advisory Services: Selling Beyond the 401(k)

Growth Strategies · Expand my practice · Article

Selling Beyond the 401(k)

Explore sophisticated retirement plan solutions beyond the 401(k) to help your clients thrive and grow your advisory practice.

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