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Replace Phone Field from the Deferred Compensation Plan

Replace Phone Field from the Deferred Compensation Plan and eSign it in minutes

Aug 6th, 2022

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How to Replace Phone Field from the Deferred Compensation Plan

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48 votes

welcome everyone to another in our continuing series of educational webcasts this will be a level 1 session for non-qualified deferred compensation plans it is intended as a basics class but there will lease the meet in the presentation and the presentation will be posted so you need not take detailed notes but I would emphasize there are a couple things in here that I learn my guest speaker today is Chris Fernandez from the principle group he is and kind enough to join us and give us a rundown on what he sees as the key basic concepts of non qualified plans Chris you want to go ahead and introduce yourself yeah absolutely thanks Scott and thanks everybody for joining us today Scott mentioned Im Chris Fernandez Im a senior consultant on non-qualified deferred comp plans with Principal Financial Group Ive been working in this capacity for the last 17 years my day-to-day function is working with financial advisors and their corporate clients to design and implement a non-qualified arr

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Can you take distributions from a deferred compensation plan?

With deferred compensation plans, employees can choose when to receive distributions. Your plan may allow you to schedule in-service withdrawals or distributions so you can access your deferred income prior to retirement to meet other financial goals or obligations.

Can I change my deferred compensation plan?

You have to decide how much income to defer prior to the beginning of the compensation performance period (usually 12 to 24 months before you receive it)and you generally cant change your mind midyear if your circumstances change.

What happens to deferred compensation if I quit?

If you have a qualified plan and have passed the vesting period, your deferred compensation is yours, even if you quit with no notice on very bad terms. If you have a non-qualified plan, you may have to forfeit all of your deferred compensation by quitting depending on your plans specific terms.

What is the downside of deferred compensation?

Unlike a 401(k), your deferred compensation account is not yours; it is the property of your employer and is subject to potential loss. If the company goes bankrupt or cannot pay its bills, you may lose the compensation you deferred.

How do I avoid taxes on deferred compensation?

Receiving your deferred compensation in installments over several years can reduce your tax bill, because the smaller installment payments will typically be taxed at a lower rate than a larger lump-sum payment will be.

Can you withdraw from deferred comp without penalty?

If approved, you can receive up to the full amount of your 457 account balance. There is no tax penalty for this early withdrawal and the entire withdrawal is taxed as ordinary income. Your decisions regarding an unforeseeable emergency withdrawal will have financial consequences as well as income tax implications.

Can I withdraw money from deferred compensation?

You can take out small or large sums anytime, or you can set up automatic, periodic payments. If your plan allows it, you may be able to have direct deposit which allows for fast transfer of funds.

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