Determining the appropriate nonqualified plan design can be complicated, and partnering with a firm that has experience working with clients in the area of nonqualified plans is important. Our goal is to help our clients establish executive reward and retention strategies that satisfy corporate objectives, participant objectives, and legal and accounting regulations. Through the use of our proven process, we have successfully helped clients design, implement, communicate, manage and informally fund many nonqualified deferred compensation plans. Our thorough process includes:

Plan Evaluation and Design
- Listen and develop plan design to accomplish objectives
- Benchmark existing plan against industry trends/ best practices and objectives
- Identify areas for improvements

Financial Modeling
- Illustrate the projected financial statement impact of various plan designs

Participant Education
- Customize communications to unique plan characteristics
- Conduct educational sessions to communicate plan specifications
- Maximize appreciation of—and participation—in benefit programs

Plan Services
- Help facilitate the establishment of a record keeper/administrator
- Serve as an extension of the HR team to support the ongoing administration of the plan

Investment Monitoring and Support
- Assist in the selection of appropriate investment options
- Continuously monitor investment performance
- Recommend plan investment changes as necessary

Plan Financing
- Analyze and implement informal financing alternatives based on company goals:
- Cash flow
- Corporate Owned Life Insurance
- Mutual Funds

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.