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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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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 May 29, 2018 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
John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
Article September 20, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article September 18, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read

Digital transformation & strategies

How technology can transform your business
2 min read
Digital transformation in the middle market
Headlines on digital disruption tend to favor B2C startups and tech giants, but what’s the opportunity for mature, midmarket businesses? Good news: Practical strategies and digital opportunities abound.
Dennis Bagley
Article August 1, 2018 2 min read
Must-consider technologies to disrupt your status quo
Dennis Bagley
Article April 28, 2018 4 min read
Why you need to understand AI to stay competitive
Dennis Bagley
Article July 19, 2018 4 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Productivity & performance

People and process The power behind your business
30 min watch
You tripped a loan covenant. Now what?

Has your organization tripped a loan covenant? View our on-demand webinar to learn more about loan covenants and what to do if you trip them.

Webinar 30 min watch
Crisis communication: Five steps to engage stakeholders
Tim Weed
Article September 19, 2018 3 min read
Data-rich, information-poor: Leverage your data to improve costing
Jon Wood
Article September 19, 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

A strategic view to maximize returns
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Endowments should rethink the 5 percent rule
Mark Dixon Wealth Management
Article May 5, 2017 3 min read
Plan sponsors should beware the managed account default option
Mark Dixon Wealth Management
Article March 1, 2017 4 min read
Fiduciary best practices: A few ways plan sponsors can reduce litigation exposure
Mark Dixon Wealth Management
Article December 12, 2016 4 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.