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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.

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.

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Investing your organization’s assets

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3 min read
Five steps to a financial wellness plan
We outline five steps to help plan sponsors develop financial wellness programs that will have a positive impact on their employees.
Susan Shoemaker Wealth Management
Article August 15, 2017 3 min read
A strategic view to maximize returns
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
May 2017 market perspectives
Jim Baird Wealth Management
Article May 11, 2017 5 min read

Wealth Management news and events

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2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read

How technology can transform your business

How technology can transform your business
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ERP dirty dozen: 12 signs your business needs to replace its ERP system
Your ERP system needs to evolve in response to market pressures and business changes. System limitations can affect ROI, efficiency, performance, and your overall business strategy. These 12 signs suggest it's time to assess the situation.
Doug Hockenbrocht
Article June 14, 2017 1 min read
Cybersecurity: Taking aim at a fast-moving target
Joseph Oleksak
Article May 23, 2017 3 min read
Understanding & planning your cloud strategy
Judy Wright
Podcast May 17, 2017 14 minute listen
Cutting through the data analytics hype
Webinar May 02, 2017 60 min watch

Productivity & performance

People and process The power behind your business
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Top five skills for next generation leaders

Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?

Steve Gravenkemper Ph.D.
Article July 12, 2017 5 min read

Navigating changing regulations

How changing regulations affect your business image
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Why auto suppliers need war game thinking on NAFTA
Auto suppliers are wondering what to do amid the possibility of a renegotiation of NAFTA. While a reboot of the agreement could take months or years, Daron Gifford urges auto executives to analyze business scenarios today.
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Article April 25, 2017 2 min read

Non Qualified Plans Thought Leadership

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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.