Non-Qualified Plans

At Carlson Quinn, we work with our clients to design, implement and administer their non-qualified deferred compensation plans and supplemental executive retirement plans (SERPs).

We Can
  • Review your objectives and recommend plan designs

  • Implement new programs

  • Prepare plan documents

  • Develop employee communications

  • Design administrative forms and processes

  • Perform recordkeeping

  • Provide the one-time notification to DOL to avoid annual Form 5500 filings and other reporting

  • Provide information for your financial statement disclosures

  • Assist with IRS or DOL audits

  • Help conduct vendor searches

  • Consult with you to keep your plans operated properly