To implement a DCP, you’ll want to get buy-in from your senior management team, then begin gathering the information needed to begin the process.
We strongly recommend that your company’s CFO/Head of Finance is involved from the start because this plan, unlike other benefit plans, will be on balance sheet.
1Cash Flow Costs, P&L Impact, Economic Cost, Cost Management
2Asset/Liability Reconciliation
3Plan Design, Plan Structure, Plan Financing/Funding, Plan Mechanics
Is my company a good fit for 409A Direct?
