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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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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.
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Article May 29, 2018 4 min read
This is one retirement saving strategy your boss probably won't support
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Wealth Management news and events

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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
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Digital transformation & strategies

How technology can transform your business
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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.
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Must-consider technologies to disrupt your status quo
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Why you need to understand AI to stay competitive
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Industry 4.0: Adopt smart technologies for a competitive advantage
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Productivity & performance

People and process The power behind your business
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Get smarter: AI for manufacturing and distribution
AI can raise the IQ of your plant and supply chain to improve quality and efficiency, lower costs, and enhance competitiveness. Here’s how.
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Data-rich, information-poor: Leverage your data to improve costing
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Crisis communication: Five steps to engage stakeholders
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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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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.