SageView Helps Plan Sponsors Integrate NQDC Plans with Benchmarking, RFPs, Plan Design & Investments

Submit an RFP

Submitting an Request for Proposal (RFP) for your Nonqualified retirement plan through our website ensures a streamlined process to clearly define your needs. Our team will review your request and provide a tailored response—contact us today to begin the conversation.

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Impactful Solutions for Your Nonqualified Plan

We know what it takes to offer a nonqualified plan that offers maximum value through impactful advice, consulting and expertise.

NQDC plans operate mostly outside of ERISA and allow employers to offer their executives and other vital employees a way to defer a much larger portion of their compensation, deferring taxes on the money until the deferral is paid.

Experienced Consulting on Key Provisions, Plan Design and Establishing an NQDC Plan

We’ll help you understand the key provisions in a nonqualified plan:

Eligibility
Contributions
Vesting
Distributions
Earnings

Our four-part process for developing and monitoring a nonqualified plan includes:

Benchmarking and RFP
Plan assessment and design
Investment management
Administrative and communication

How Our SageView Team Will Work With You

1

Review your deferred compensation plan objectives and implement best practice design features to help ensure your employees receive optimum value.

2

Review efficient methods of funding your plan in order to help control company costs and improve participants’ benefits and security.

3

Work with your team to develop a communication and education strategy with the goal of maximizing plan participation.

Speak with an Advisor Today

We have specialists located around the country. Get started by finding an advisor near you.

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Bridge the Retirement Savings Gap for Your Top Employees