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Executive Benefits and Non-Qualified Deferred Compensation

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Executive Benefits and Non-Qualified Deferred Compensation

Given the current competitive business environment, we believe that an executive benefits program is essential in recruiting top-tier talent who will contribute to your company’s growth and profitability. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time.

We design, implement, and administer executive benefit plans that enable you to selectively reward key employees and top executives of your business. Our cost-efficient executive benefit plans supplement qualified retirement and group insurance plans that may be restrictive in nature. Our programs are designed to help meet the personal needs and goals of executives within the context of the overall corporate financial goals of your business.

Employee stock options and programs like 401(k) plans are a good start, but they may not meet the financial expectations of the most talented executives. Our belief is that executive employees want to enjoy a rewarding retirement, by establishing sound financial options early on. We consistently strive to be chosen as trusted corporate advisors for carefully evaluating costs and benefits, while continuously exploring additional possibilities for better programs to help executives achieve their financial goals.

Examples of some Executive Benefit Programs:

  • Supplemental Executive Retirement Programs (SERP)
  • Funding (informal or formal) of future Retirement Obligations (including ESOP repurchase obligations)
  • Section 162 Bonus
  • Split Dollar
  • Company Owned Life Insurance (COLI)
  • Bank Owned Life Insurance (BOLI)
  • Disability Programs
Newton One Advisors

131 Continental Dr. Suite 206
Newark, DE 19713

(302) 731-1326
info@newtonone.com

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Member Firm

M Financial Group Member Firm

Disclosure: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Newton One is independently owned and operated.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities

Newton One is a member of M Financial Group. Please go to HTTPS://WWW.MFIN.CPM/DISCLOSURE for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. https://brokercheck.finra.org

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License #6001993

#5953723

© 2026 Newton One Advisors

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