Nonqualified plans carry complex rules and regulations. Our consultants work with your legal, investment, tax, and accounting teams to implement customized, compliant, nonqualified deferred compensation arrangements and options.
Our nonqualified deferred compensation experts can help you with:
- Premerger due diligence review
- Plan design
- Actuarial studies, projections, and strategies
- Required governmental disclosures
- Handling special plan issues
Meet our consultants
Learn more about the consultants of BPS&M.
Brad Fisher, FSA, EA, FCA, MAAA
Brad has been providing actuarial and employee benefits consulting since 1987 and has been a principal of the firm since 1990. His personal highlights include maintaining ongoing relationships with many clients through a variety of circumstances and management changes over the last 30 plus years. He continues working with his clients to manage the risks related to their retirement plans. A number of those plans have been terminated effectively and successfully in recent years. He has also worked with a prominent not-for-profit organization to establish an effective SERP program for senior management.
Contact Brad 615-665-5316 or firstname.lastname@example.org
Laura S. Guin, CPC
Consultant, Defined Contribution
Laura has over 15 years of experience with defined contribution retirement plans. Areas of expertise include compliance testing, data management services, plan design analysis and consulting, and assisting clients with plan corrections. Additionally, Laura manages Retirement Readiness Services for plan sponsors and participants.
Contact Laura at 615-665-5420 or email@example.com
John Lucas, CPA, CPC
John Lucas is a BPS&M Principal as well as the firm’s Director of Technical & Research focusing on client deliverables. John is a "go-to" resource for complicated and arcane compliance matters for our firm and its clients. Typical client projects that John might get involved with include plan design consulting; complex draft document preparation; compliance, corporate governance, and fiduciary review projects; assisting clients with the resolution of ERISA or tax-qualification compliance defects; and consulting related to business acquisitions or divestitures.
Contact John at 615-665-5329 or firstname.lastname@example.org
Laura Stewart, FSA, EA, MAAA
Laura is a consulting actuary with over 15 years of experience with traditional and cash balance defined benefit plans. In addition to actuarial valuation work, she works closely with clients on plan design and nondiscrimination testing issues. She works with a broad array of sponsor plans including defined benefit, defined contribution, and nonqualified plans. She also has significant experience transitioning defined benefit plans to our automated defined benefit administration system.
Contact Laura at 615-665-5360 or email@example.com
S. Kevin Sullivan, FSA, EA, FCA, MAAA
Kevin Sullivan has been working in actuarial and benefits consulting since 1993. Kevin specializes in plan design and actuarial services for governmental employers and professional service entities. He works with a broad array of sponsor plans including defined benefit, defined contribution, and nonqualified deferred compensation plans. Kevin has been published in the “Employee Benefits for Nonprofits” and has been a presenter at the Enrolled Actuaries Meeting. Kevin is a member of the firm’s Government Practice Group and Cash Balance Practice Group.
Contact Kevin at 615-665-5343 or firstname.lastname@example.org
Thomas A. Swain, FSA, EA, FCA, MAAA
Tom Swain is a BPS&M principal, BPS&M Marketing Director, and a member of the firm’s management committee. He has been a principal in the firm since 1987 and has consulted in the design, funding, administration, and fiduciary and regulatory compliance of defined benefit, defined contribution, and nonqualified deferred compensation plans since 1984. He has an in-depth understanding of—and is highly skilled in implementing—the complex rules and regulations inherent in qualified retirement plans.
Contact Tom at 615-665-5319 or email@example.com
Wesley J. Wickenheiser, FSA, EA, MAAA
Wes' primary area of expertise is in the design, funding, administration, and regulatory compliance of qualified defined benefit retirement plans. His clients comprise a variety of employers, including governmental entities, not-for-profit, and for-profit private employers representing a wide variety of industries including manufacturing, medical care, financial institutions, and professional service firms. Wes is a member of the BPS&M Cash Balance Plan and Public Pension Plan Practice groups.
Contact Wes at 502-253-4625 or firstname.lastname@example.org