Deferred Compensation Plans
Deferred comp, planned.
Non-qualified deferred comp, without the career-ending mistakes.
What 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
Plan review
I read your plan document. Every NQDC plan is different — distribution triggers, timing, and risk vary widely.
Election modeling
We model different deferral elections against projected income and tax brackets.
Distribution planning
We schedule distributions to avoid bracket stacking in retirement years.
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.