Join us April 6 from 8:30am-10:00am
Join us for a discuss on the fundamentals of a Nonqualified Deferred Compensation (NQDC) plan, which includes the rules governing these plans, and the key benefits to both the employee and employer. In addition, the discussion will include important NQDC plan design considerations and explore how NQDC can be utilized as a tool to overcome the recruitment and retention challenges posed by the “Great Resignation.”
Primary Speaker: Erik Speed
Erik has been a trusted resource to plan sponsors for over 25 years. Erik brings expert knowledge in nonqualified deferred compensation plans, helping companies to design, fund and manage innovative and accessible retirement and executive benefit programs.
Erik joined MBS Financial in 2020 after more than two decades with Prudential, MullinTBG and Willis Towers Watson. He is a Series 6, 63 and 65 FINRA Registered Representative and holds a California state life and health insurance license.
Erik graduated from Cornell University with a B.S. in Applied Economics and Business Management and received his MBA from the University of Southern California.
Contributing Speaker: Bryn Mercado
Bryn joined MBS Financial in 2022 from a background in personal insurance lines.
He spent years working as a Senior Producer for a major independent brokerage based in Orange County. During his time at this agency, he specialized in home and auto insurance, and actively represented over 25 insurance carriers, such as The Hartford, Travelers, Progressive, and Nationwide.
He is a Series 6 and 63 FINRA Registered Representative. Bryn graduated from Westmont College with a B.A. in Psychology.
Cost: Free for Members