Nonqualified Benefits
Plan-Related Financing
Retiree Medical VEBAs

Providing practical and creative solutions since 1981.

Located near Chicago

Has led and managed teams for nonqualified deferred compensation plan

  • Design

  • Financing

  • Administration

  • Communication

  • Research and Development

  • Thought leadership

Contact Us

27 Morris Street
Park Ridge, IL 60068

Kevin.Bachler@bachlerfin.com
(224) 985-5245

Consulting Practice Areas

Nonqualified Plans

We’ve been a thought leader in plan design and development for:

  • Newport Group

  • Prudential Financial

  • Mullin Consulting (MullinTGB)

  • Management Compensation Group - Chicago

Nonqualified Plan-Related Financing

Financing arrangements for deferred compensation plans target several key objectives:

  • Optimizing short-term and long-term costs

  • Assets that track liabilities to avoid P&L mismatches and continuously be adequately funded

  • Managing liquidity to provide plan distributions without concerns

  • Using asset diversification to optimize asset performance for corporate goals

Selecting A Nonqualified Plan Provider

We have a depth of forty years of experience that will assist your company in finding the provider that best fits your needs.

  • Our exclusive list of plan design features and administrator considerations is a guide to help you determine which administrator best fits your situation

  • We partner with you to evaluate each item’s importance and fit to your executive’s and company’s needs

  • We invite providers to participate in a process to evaluate and compare their capabilities to fit your company’s needs

  • During this process, we also confirm your previous determination of need

Financing for Other Corporate Reserves

These same methods can be used to optimize other financing arrangements:

  • Retiree Medical

  • Bank-Owned Life Insurance

  • Nuclear Decommissioning Trusts (both qualified and nonqualified)

  • Casino reserves

  • Construction Safety and Performance reserves for bonding

  • ESOP Repurchase Obligations

Retiree Medical VEBA Financing

While corporate retiree medical plans use many of methods and tools available to financing other corporate reserves, it also has some special tools. Together, the key tools are:

Traditional nonqualified methods to provide asset diversification, liquidity, stability, and growth. Specialized products are utilized to de-risk the retiree medical plan and a portion of assets, thereby allowing excess assets to be optimized for growth for future repurposing.

“Make everything as simple as possible. But not simpler.”

– Albert Einstein

Get in Touch

We love to help people and companies solve their deferred compensation plan challenges, or issues with financing other reserves. We particularly enjoy challenging issues.