Plan Types and Provisions

Non-Qualified Deferred Compensation Plan

These plans are usually established for a select group of executives to provide supplemental retirement benefits. Since the plan is "non-qualified," it is not subject to the eligibility, vesting, discrimination and funding rules of the "qualified" plans described above.

Basically, a non-qualified plan is a promise by the employer to pay a benefit to the executive in exchange for the completion of a period of service.

The plan is unfunded, although the employer may establish a trust or sinking fund to set aside assets to meet the contingent liability. Since the plan is unfunded, the employer receives no deduction, and the executive reports no income until the promised benefit is actually paid. The executive is a general creditor of the company to the extent that benefits have accrued, but not been paid.