Process Preparation
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?
01
step
Sign the mutual nondisclosure agreement and provide a copy of your corporate resolution.
Mutual NDA and Contract
02
step
Once verified, you’ll receive an email with a link to the 409A Direct platform and your username, along with a final signed copy of the mutual NDA. Set your password (you’ll be prompted) and start the process!
Platform Access
03
step
Work through the 6 steps in the process with the guidance of your 409A Direct Ambassador.
Begin 409A Direct Process
04
step
Getting started
Process Preparation Steps
Decide you want to GET STARTED and send us your contact info.
Sign the mutual nondisclosure agreement and provide a copy of your corporate resolution.
Once verified, you’ll receive an email with a link to the 409A Direct platform and your username, along with a final signed copy of the mutual NDA. Set your password (you’ll be prompted) and start the process!
Work through the steps in the process.