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SouthWest Benefits Association Annual Conference

CAPTRUST’s Jason Stephens, director of nonqualified executive benefits, kicked off the SouthWest Benefits Association (SWBA) Annual Conference, delivering a pre-conference workshop on nonqualified deferred compensation issues. He presented the findings from a recent research study that analyzed potential retirement accumulation at a range of income levels. In attendance were CAPTRUST’s John Pickett, Travis Whitten, and John Matejka. The three-day SWBA event was held in Corpus Christi, TX on May 13.

Employees at all income levels face obstacles as they prepare and save for retirement.  But the issues are especially acute for higher wage earners restricted by Social Security and qualified retirement plan limitations. Stephens’ workshop discussed the unique retirement challenges many higher income professionals face as published in a paper titled “Striking the Limit.”

Stephens’ research—published in April—indicates that individuals earning more than $200,000 a year cannot achieve a comfortable retirement relying on Social Security benefits and qualified plan savings alone. However, he said, “Employers can positively impact retirement readiness for this employee group by offering nonqualified deferred compensation plans to help them save more on a tax-favored basis.”

The Southwest Benefits Association Annual Conference is the region’s premier benefits education and networking event for elite benefits professionals.


About CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, NC, the firm represents over $170 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



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