Winston-Salem branch of the Principal® Financial Network - Carolinas
Retirement Plan Services
401k Plans
Plan design based on needs and goals for the plan
Plan education for plan sponsors
Transparency of fees
Sample Investment Policy Statement
Education Policy Statement
Quarterly performance reporting
Fiduciary Briefcase
Annual fee benchmarking review
Vendor search assistance as needed (once per 3 years-minimum)
Additional Retirement Plans
Employee Stock Ownership Plan (ESOP)
403(b)
457 Deferred Compensation
SIMPLE
SEP IRA
Defined Benefit Plan
Cash Balance Plan
Nonqualified Deferred Compensation Plan
A nonqualified executive benefit plan offers an additional way for business owners and key employees to save for retirement. Contribution limitations on qualified retirement plans can make it difficult for highly compensated employees to save enough money to have adequate retirement income. There are a variety of nonqualified plans that can help close this gap, including:
Deferred Compensation - Defined Contribution
Deferred Compensation - Incentive Bonus
Deferred Compensation - SERP (Supplemental Employee Retirement Plan)
Deferred Compensation - Select Reward
Bonus
Bonus - S Owner