Nonqualified Deferred Compensation: Opportunities and Challenges in a Changing Environment

Thursday, November 8, 2012
12:00 PM - 01:00 PM ET

Morgan Lewis and CAPTRUST Financial Advisors will host a one-hour webinar discussing challenges and opportunities for nonqualified deferred compensation plans.

Topics to be discussed include:

  • Components of a successful nonqualified plan strategy
  • Deferring compensation in a rising tax rate environment
  • Benefits of in-service accounts for plan participants
  • Plan financing (informal funding) and hedging strategies
  • Strategies for avoiding Section 409A errors
  • Tax prohibitions on funding a rabbi trust when an employer has an underfunded pension plan
  • Minimizing FICA taxation of supplemental retirement plans

Christopher D. Kulick, Jr.
Vice President, Financial Advisor, CAPTRUST Financial Advisors

Michael G. Curran
Senior Vice President, Nonqualified Executive Benefits, CAPTRUST Financial Advisors

Mims Maynard Zabriskie
Partner, Morgan Lewis

CLE credit in FL, IL, NJ, NY, PA, TX, and VA is currently pending approval.

For more information, please contact Courtney Litman at clitman@morganlewis.com or 215.963.5552.