Non-Qualified plans are a retirement savings tools for individuals and corporations. Unlike Qualified plans, Non-qualified plans do not have to abide by ERISA rules. There are not limits on the contributions, and if designed correctly, the savings grow tax free and can be withdrawn tax free.
At the Cowart Group, we work hand in hand with business executives and owners in the following:
- Advanced Case Design
- Product and underwriting Management
- Annual reviews and analysis