Cornerstone Private Office

Non-Qualified Deferred Compensation

September 9, 2026·10 min
Episode Description from the Publisher

Alongside every executive's 401(k) sits a lesser-known account that can shelter far more income, but it comes with a catch almost nobody explains clearly. Professor Jack Ledger unpacks non-qualified deferred compensation plans, showing how they trade the security of a qualified plan for higher limits and real creditor risk. He covers the rabbi trust structure, the rigid Section 409A payout rules, and the steep penalties for getting the timing wrong. It's a clear-eyed look at what executives are actually signing up for when they defer that next bonus.

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Cornerstone Private Office and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.