Nonqualified Plans and Participant Education

CAPTRUST Financial Advisors

For nonqualified defined contribution (NQDC) plan sponsors, effective education and advice are key to maximizing participation and helping employees make the most of their benefits. By delivering good guidance, nonqualified plan sponsors can increase engagement, improve plan utilization, and empower participants to achieve their financial goals.

As many plan sponsors prepare for their upcoming enrollment seasons, it’s the perfect time to review key practices for participant education. In this live, one-hour webinar, CAPTRUST will explore how financial planning, tax planning, and personalized advice can be integrated into education efforts to maximize the value participants receive from their NQDC plans.

Topics covered will include:

• key practices for educating participants about their NQDC plan options;
• how personalized advice can improve engagement and plan outcomes; and
• strategies to help participants integrate NQDC plans into their broader financial planning, tax planning, estate planning, and retirement goals.

More Information, How to Register