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3 Risk Reduction Strategies for Deferred Compensation Plans

Cordant Wealth Partners

In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.