409A Direct

Customization and Control

Customization and Control

Deferred compensation plans are as unique as the companies sponsoring them. 409A Direct provides you with control, flexibility, optionality and diversity on one platform that makes it simple to implement a nonqualified deferred compensation plan.

Online enrollment

Stay up to date on enrollment with your customized dashboard and utilize your dynamic service calendar for important 409A reporting requirements.

Asset & liability reconciliation

The 409A Direct platform manages both sides of your balance sheet for accurate asset and liability reconciliation!

Real-time info & updates

Executive participants can access 409A Direct 24/7 to manage their personal account information, complete enrollment and access real-time account activity.

Statements & reports

Plan Sponsors have access to your company portal to view statements, participant account details and dynamic enterprise-level reporting—including asset and liability management.

409A-compliant

409A Direct gives you peace of mind knowing that all transactions are 409A-compliant.

Value

Deliver value to your executive team, company and shareholders with a plan that reduces cost and risk for your company while providing a plan to better attract and retain talent.

Implement with ease

In 30 days or less, you can design your company’s DCP with a guided 6-step 409A Direct process! Our 409A Direct Ambassadors can assist you throughout each stage.

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