Beyond the 401(k): Exploring Nonqualified Retirement Plans
Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning.