Effective Use of Non-qualified Deferred Compensation Plans

When
Wednesday, October 25, 2023
11:45 AM - 1:00 PM
Location
Zoom

Registration

Members
Non-Members – $25.00
TRPDX Members

Registration is closed

Introduction to Effective Use of Non-qualified Deferred Compensation Plans

Join us on October 25, 2023

Free to NCRF and TRPDX Members

Session: Addressing Compensation & Benefit Challenges: An Introduction to the Effective Use of Non-qualified Deferred Compensation Plans

This presentation will explore the fundamentals of Nonqualified Deferred Compensation (NQDC) plans including:

Rules governing these plans
Key benefits to both the employee and employer
Important NQDC plan design considerations
How NQDC can be utilized as a tool to overcome the recruitment and retention challenges posed by the “Great Resignation.

Speakers: Eric Speed and Bryn Mercado

Eric Speed 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.

Bryn Mercado Bryn joined MBS Financial in 2022 from a background in personal insurance lines.

He spent years working as a Senior Producer for a major independent brokerage based in Orange County. During his time at this agency, he specialized in home and auto insurance, and actively represented over 25 insurance carriers, such as The Hartford, Travelers, Progressive, and Nationwide.
He is a Series 6 and 63 FINRA Registered Representative and holds a California state life and health insurance license.

Bryn graduated from Westmont College with a B.A. in Psychology.

When: October 25, 11:45 am to 1 pm (PST)

Location: ZOOM – Look for Link in your confirmation email.

Cost: Free for NCRF and TRPDX Members, $25 non-members

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