Live Webinar

65-minute live streaming program
  • April 8
  • 1:00 - 2:05 pm EST

Deferred Compensation Strategies to Attract, Retain and Incentivize Key Employees

April 8

Learn how deferred compensation plans help attract, retain, and incentivize key employees while addressing compliance and tax issues.

In today’s economic environment, companies of all sizes and across all industries struggle to attract, retain and incentivize key employees. Nonqualified deferred compensation plans are an excellent way for companies to mitigate risks and achieve their goals with respect to key employees.

This presentation discusses the advantages of deferred compensation plans for both employers and employees. It presents specific plan design alternatives and explores several case studies that provide examples of ways to attract, retain and incentivize key employees. Finally, this presentation addresses important compliance and tax issues related to deferred compensation plans. By attending this presentation, companies and executives will gain the tools needed to implement and administer a nonqualified deferred compensation plan.

Learning Objectives

  • You will be able to define a nonqualified deferred compensation plan.
  • You will be able to discuss how to use deferred compensation plans to attract, retain and incentivize key employees.
  • You will be able to explain the key benefits of deferred compensation plans for employers and employees.
  • You will be able to identify compliance and tax issues related to deferred compensation plans.

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Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Deferred Compensation Basics
  • What Is a Deferred Compensation Plan?
  • Types of Deferred Compensation Plans
  • Key Advantages for Employers
  • Key Advantages for Employees
Compliance Issues
  • Key Tax Implications
  • Internal Revenue Code 409A Compliance
  • Differences Between Qualified and Nonqualified Plans
Strategies to Attract Key Employees
  • Better Overall Benefits Package
  • Can Include in Offer Letter and Negotiations
  • Distinguishes From Competitors
  • Case Study 1
Strategies to Retain Key Employees
  • Use of Vesting Schedules to Achieve Goals of Company and Employee
  • Facilitate Business Succession, Buy-Ins, Preparation for Sale
  • Case Study 2
Strategies to Incentivize Key Employees
  • Tie Awards to Performance Criteria (Company and/or Individual)
  • Plan Design Includes Both Time-Based and Performance-Based Awards
  • Case Study 3
Nonqualified Plan Due Diligence Framework
  • Why Is Due Diligence Important for Nonqualified Plans?
  • How to Implement a Due Diligence Framework
  • Ongoing Steps to Maintain Due Diligence
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Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ASA 1.0
     
  • This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
     
  • AK CLE 1.0
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.1
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours credit.
     
  • AR CLE 1.0
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.0
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.0
     
  • Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
     
  • CT CLE 1.0
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
     
  • HI CLE 1.0
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
     
  • IL CLE 1.0
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board.
     
  • IN CLE 1.1 (Pending)
     
  • This program has been submitted to the Indiana Commission for Continuing Legal Education for Distance Education for participating attorneys. Application Pending.
     
  • MN CLE 1.0 (Pending)
     
  • This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
     
  • MO CLE 1.3 (Pending)
     
  • NH MCLE 1.0
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 60 Minutes.
     
  • NJ CLE 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit.
     
  • NM CLE 1.0
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit.
     
  • NV CLE 1.0
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours.
     
  • NY CLE 1.0 including Areas of Professional Practice 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Areas of Professional Practice for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OH CLE 1.25 (Pending)
     
  • This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for 1.25 CLE hours. Approval pending.
     
  • PA CLE 1.0
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
     
  • VT CLE 1.0
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hours of CLE credit.
     
  • WI CLE 1.0
     
  • This program has been approved by the Board of Bar Examiners for 1.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.3
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours.
     
  • HR Certification Institute 1.0
     
  • This program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
     
  • CPE 1.2 including Personnel/HR 1.2
     
  • Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personnel/HR for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for Executives, shareholders, board members, human resource managers, payroll professionals, presidents, vice presidents, controllers, accountants, insurance professionals, and attorneys.

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Why Lorman?

Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Emily Langdon

Emily Langdon

Fraser Stryker PC LLC

  • Partner/Shareholder at Fraser Stryker PC LLC
  • Practice focuses on employee benefits, ERISA, and executive compensation
  • Significant experience advising clients regarding health and welfare benefit plans, qualified and nonqualified retirement plans, equity incentive plans, and wellness plans
  • Expertise includes advising clients with ties to the healthcare and pharmacy benefit management industry on business and contractual matters, practitioner employment agreements, administrative services agreements, compensation plans, and confidentiality and non-disclosure agreements
  • Regularly counsels clients in the area of healthcare law, including healthcare reform and HIPAA compliance
  • Assists clients with the implementation and operation of employee stock ownership plans (ESOPs) and multiple employer welfare arrangements (MEWAs), as well as managing benefits issues related to corporate transactions, including mergers and acquisitions due diligence
  • Frequently speaks on topics regarding employee benefits and ERISA
  • J.D. Degree, cum laude, Creighton University School of Law; B.A. Degree, magna cum laude, University of Notre Dame
  • Can be contacted at [email protected] or 402-978-5386
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Why Lorman?

Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 411992
Published 2025
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