Deferred Compensation Plans
Deferred comp, planned.
Non-qualified deferred comp, without the career-ending mistakes.
Schedule a meetingWhat you get
Clear election framework before each enrollment window.
Distribution schedule modeled against projected tax brackets.
Analysis of your company’s NQDC plan credit risk — it’s unsecured.
Integration with your qualified plan and personal investments.
My approach
Deferred comp is powerful but unforgiving. Missing an election window or misunderstanding a distribution trigger can cost six figures. I help executives navigate it with eyes open.
How the engagement works
- 1
Plan review
I read your plan document. Every NQDC plan is different — distribution triggers, timing, and risk vary widely.
- 2
Election modeling
We model different deferral elections against projected income and tax brackets.
- 3
Distribution planning
We schedule distributions to avoid bracket stacking in retirement years.
- 4
Ongoing adjustment
Elections get revisited annually as tax law and your income evolve.
Common questions
- How do we start?
- We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
- What does this cost?
- Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
- Do you work with people outside my state?
- I can work with clients in states where I’m properly registered. The footer lists every state on my registration.