Non-Qualified Deferred Compensation Plans – Are you using them effectively?

  • February 23, 2023
  • 11:30 AM - 1:30 PM
  • Flemings Prime Steak House - 11600 Century Oaks Terrace Suite 140, Austin, TX 78758

Registration


Register


Join us either virtually or in-person for this educational presentation. 

In the presentation we will discuss both the fundamentals of a Non-Qualified Deferred Compensation (NQDC) plan and explore how they can be utilized as a tool to overcome both recruitment and retention challenges posed by the “Great Resignation.”

Featured Speaker:

Erik has been a trusted resource to plan sponsors for over 25 years. Erik brings expert knowledge in nonqualified deferred compensation plans, helping companies to design, fund and manage innovative and accessible retirement and executive benefit programs.

Erik joined MBS Financial in 2020 after more than two decades with Prudential, MullinTBG and Willis Towers Watson. He is a Series 6, 63 and 65 FINRA Registered Representative and holds a California state life and health insurance license.

Erik graduated from Cornell University with a B.S. in Applied Economics and Business Management and received his MBA from the University of Southern California.

Thank you to our event sponsor:


 

CTCBA is a 503(c) educational nonprofit association headquartered in Austin, Texas.

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