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Non Qualified Plans

Drive your competitive edge in the marketplace. Plante Moran Financial Advisors’ Institutional Investment Consulting Team will work with you to develop a comprehensive nonqualified compensation strategy to help you attract, retain, and reward top talent.
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Plante Moran Financial Advisors’ Institutional Investment Consultants can help you develop and administer a nonqualified benefit plan investment strategy that is right for you, your organization, and your key employees.

Our internal experts will work side by side with you, guiding you through the decision-making and implementation process, providing you with independent advice, cost transparency, and complete objectivity. We will assist with the design, management, communication, and reporting of your strategy to ensure it continues to align with your overall objectives.

With our integrated, client-centric approach, we can uncover potential issues, understand and benchmark fees, and streamline operations - to help you achieve your organization’s goals, in the most cost effective way.

We specialize in

Investing your organization’s assets

Group of people working
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article November 6, 2019 4 min read
This is one retirement saving strategy your boss probably won't support
Michael Krucker
Article April 27, 2018 1 min read
Culture: If it's not broken, how can you fix it?
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Don’t just give — give smarter
While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
Jaime Eckels Wealth Management
Article February 13, 2020 1 min read

Digital transformation & strategies

How technology can transform your business
7 min read
Remote work done right: A guide to IT infrastructure amid COVID-19
Social distancing means working from home, but it’s easier said than done. Moving an entire firm to a remote strategy requires careful planning. This guide will get you started.  
Judy Wright
April 6, 2020 7 min read
IT Governance: Yours, Mine, or Ours?
Ivy Anderson
April 6, 2020 6 min read
Is your legacy ERP system smoothing the road ahead?
Doug Hockenbrocht
Article January 20, 2020 4 min read
Is your IT department ready for the disruption ahead?
Marvin Sauer
Article September 11, 2019 6 min read

Productivity & performance

People and process The power behind your business
5 min read
Surviving sea change: Why some businesses sink and others stay afloat
Competitors are coming for your market share, the pace of change is accelerating, and a potential economic downturn is on the horizon. What are you doing to prepare?
Jason Winters
Article November 19, 2019 5 min read
The CFO cheat sheet: Nine ways to improve effectiveness
Stan Hannah
Article December 3, 2019 7 min read
Get smarter: AI for manufacturing and distribution
Daron Gifford
Article July 12, 2018 5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Non Qualified Plans Thought Leadership

Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.