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Filling the Retirement Income Gap with a Non-Qualified Plan

FILLING THE RETIREMENT INCOME GAP WITH A NON-QUALIFIED PLAN

Available Date(s)
Thursday, May 06, 2021: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course will provide attendees with a basic knowledge of non-qualified deferred compensation arrangements and when they are an appropriate vehicle for a business and its key employees. We'll take an in-depth look at how qualified and non-qualified plans fit together, including the basics of how a non-qualified plan works.

Learning Objectives:


  • Identify key differences between qualified and non-qualified plans and how they work together to provide compensation options for employees

  • Identify situations when a non-qualified deferred compensation (NQDC) plan would be beneficial to a business and its employees

  • List different funding options available to businesses when they establish new plans  

Chuck Rolph

Nationwide
Technical Director, Advanced Consulting Group
rolphc@nationwide.com
(614) 578-7517

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Chuck Rolph, JD, MSFS, CFP®, AIFA®, works with retirement plan financial professionals to help them close significant new cases and resolve problems with existing plans. In working with financial professionals on their clients’ retirement plans, Chuck blends planning, investment, and fiduciary elements to create a unique solution for each situation. Chuck started his financial services career in 1977 with a major life insurance company in Des Moines, Iowa. He joined Nationwide’s Advanced Consulting Group in 2010, where he supports the sales and service efforts of the retirement plans division. From his start until joining Nationwide, he spent eight years working as Vice President and General Counsel of an Indianapolis-based actuarial and employee benefits consulting firm, five years with an Indianapolis life insurance company, and 17years as a practicing ERISA attorney in Indianapolis.

During his 17 years as a private practice ERISA attorney in Indianapolis, Chuck was recognized in the publication Best Lawyers in America from 2005 through 2010 and was rated A-V (Preeminent) by the lawyer rating firm Martindale-Hubbell. He holds a Juris Doctor (JD) degree from the University of Nebraska and a Master of Science in Financial Services (MSFS) degree from The American College. Chuck actively maintains two professional designations: Certified Financial Planner® CFP®) and Accredited Investment Fiduciary Analyst® (AIFA®). In his focus of helping retirement plan financial professionals grow and maintain their block of retirement plan business, Chuck is inspired by the words of General Colin Powell: “Success is the result of perfection, hard work, learning from failure, loyalty, and persistence.”

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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About Our Presenter

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Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance.