703 - The Nonqualified Gamble: Funding Right and Avoiding Pitfalls

Dive into the world of nonqualified plan funding, where the stakes are high! While these plans don’t have to be funded, many companies choose to do so for various reasons. We’ll explore why businesses decide to fund, the popular funding vehicles available, and the key considerations for each option. Learn how to hit the jackpot with your funding strategies and discover what to do when things go off the rails. Get ready for a thrilling discussion featuring insights from industry experts.

Speakers:

Aaron J.L. Pedowitz

Mercer

Mr. Douglas B. Frederick

Mercer

Mr. Kevin Mitchell

Fidelity Investments

Peter J. Neuwirth

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50