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Executive Benefits Resource Center
Welcome to the Schiff Executive Benefits executive benefits resource center. Business owners, CFOs, and advisors use these free forms, fact finders, checklists, and guides to design nonqualified deferred compensation (NQDC), SERP, phantom stock, and COLI- or BOLI-funded plans that attract and retain key executives.
Client Fact FindersDeferred CompensationCOLIBOLIIndustry Studies
Executive Benefits Resource Center: Forms and Fact Finders
Client Fact Finders
Gathering data for a new plan design? Download a census file, design checklist, or comparison grid, complete it, and send it back to our team.
Checklist of Executive Benefits
A checklist of executive benefit options to review with your team.
Client Design Checklist: Phantom Stock
The design questions to answer before building a phantom stock plan.
Common Client Questions
Answers to the questions owners ask most about executive benefits.
Deferred Compensation Material
Guides on NQDC plan design, key employee retention, phantom stock, and the Section 409A rules that govern every nonqualified plan. For the statute itself, see Internal Revenue Code Section 409A.
Free Guide
Attraction and Retention of the Key Employee
Strategies for attracting and retaining the key employees your business depends on.
Free Guide
Introduction to NQDC Resource
An introduction to nonqualified deferred compensation plans.
AALU 409A Final Regs Summary
AALU summary of the 2007 final Section 409A regulations.
Company Owned Life Insurance (COLI)
How employers use company-owned life insurance to informally fund executive benefits, including the notice-and-consent requirements of IRC Section 101(j).
Frequently Asked Questions about COLI
Common questions about company-owned life insurance.
COLI Best Practices Law – AALU 101(j) Review
AALU review of the IRC Section 101(j) COLI best practices rules.
Bank Owned Life Insurance (BOLI)
Resources for community banks evaluating bank-owned life insurance to finance executive benefits and offset benefit costs.
SEB BOLI Article – Consultant Overview
An overview of the BOLI consultant role for community banks.
AALU BOLI Overview 2004-56
AALU overview of the interagency BOLI guidance, OCC 2004-56.
Industry Studies
New
The latest market data on executive compensation, benefits strategy, and nonqualified deferred compensation plans. Tell us where to send it: the study opens right away and we will email you a copy.
Study · 2025/2026
Compensation, Retirement, and Benefits Trends Report (Executive Summary)
Published by Newport, an Ascensus company
Current compensation practices, retirement and nonqualified deferred compensation plans, and health and welfare benefit trends.
Study · 2025
2025 U.S. Executive Compensation and Benefits Trend Report
Published by NFP, an Aon company
How employers are adapting executive pay, the growing executive talent gap, and the expanding role of nonqualified deferred compensation plans.
Study · 2024
2024 NQDCP Recordkeeper Survey
Published by Mullin Barens Sanford Financial
Growth of the nonqualified deferred compensation plan market across the 20 largest NQDCP recordkeepers: plans, participants, and plan liabilities.
Studies are published by the firms named above and shared here for educational purposes.
Can’t Find It in the Executive Benefits Resource Center?
If you need a form, plan illustration, or guide that is not listed here, contact Schiff Executive Benefits and we will send you the right material for your executive benefits plan.