Your Nonqualified Executive
Benefit Plans Resource
Choosing the right partner is key
to the success of your strategy
Your Plans
Our Technology
The strength of our firm lies in
our experienced professionals and
best-in-class systems
Your Answer for Managing
Plans Assets and Liabilities
Our experience provides
Independence and Objectivity
WHAT WE DO
Nonqualified Plan Servicing, Consulting
and Technology Solutions
WHAT THEY SAY
Client & Consultant Feedback
“Deferral.com is a valuable partner for us in the daily recordkeeping of our plan. Their team provides outstanding customer service and timely value-added reporting to our participants.”
Matt Nielsen, CPA
Director of Tax and Accounting
Cowles Company
“Schmitt Sussman Enterprises, Inc. has relied on Deferral.com to manage
our 409A Deferred Compensation Plan for the past twelve years.
Their administration, consultation and reporting are professional and reliable.
Between the Deferral.com staff and the website tools they provide,
our executives have all the support they need.
It’s important to us that our non-qualified executive benefit plan keep our
valuable employees feeling secure in their investments.
Deferral.com
has not let us down!
”
Terry Gottleib
Assistant Vice President
Human Resources
“The website has recently undergone a change that has made it even more user friendly for our key employee participants as well as our ability to quickly run administrative reports. I rest easy knowing that Jim is looking out for us and the plan is providing excellent service so that we can provide our key employees with the ability to defer funds into the plan. ... I highly recommend Deferral.com to any organization looking to start a plan or to change providers. ”
Frances Woodring
Director, Human Resources
Keolis Transit America
“Our company was looking for a financial institution that can help manage our employees’ deferral compensation. American Financial System, Inc. is very professional and answers different questions patiently. They also manage the accounts diligently and always provides excellent customer services. We highly recommend AFS to everyone who is looking for trustworthy company to manage their employees’ financial portfolio. ”
Peter Lin
VP/Office Administrator
EverTrust Bank
“We love working with Robyn and AFS/Deferral.com! They are extremely helpful, responsive, knowledgeable and friendly. They are a true group of professionals that bring their ‘A’ game and provide impeccable customer service.”
Human Resources Manager
Large Mutual Insurance Group
“It is important for Plan Sponsors to partner with a trusted advisor and knowledgeable recordkeeper. Deferral.com has been a strong partner of Lockton for many years. They can be relied upon to provide outstanding service in all phases of design, implementation, and administration. They are responsive, client-focused, and advisor friendly. Deferral.com is continually striving to improve the services they provide.”
Andrea Moore
Sr. Account Manager
Lockton Companies
“AFS has been a truly great partner to our firm throughout the years. The flexibility of the platform to meet the needs of a complex design and the back-office support we receive is second to none. Our clients are excited about the changes to the website and user experience, and always appreciate the attention to detail they receive from Megan and John.”
Andy Kuchera
Area Vice President
Gallagher
“AFS is an exceptional nonqualified plan record-keeper. Their staff are truly knowledgeable and incredibly responsive on all things nonqualified. Their website is simple to use (not easy to do given the complexity of nonqualified plan design). Partnering with them to provide a complete outsourced solution for my clients has been a pleasure.”
David Hauptman
Managing Director, Executive Benefits
HUB International
“At Case Pearlman, we rely on relationship expertise in servicing and advising our clients. The partnership formed with Deferral.com and specifically John and Jeff has been outstanding over these many years of working together. Being available and responsive to our requests has been a cornerstone of their going success. We also appreciate their attention to detail and complete transparency in detailing with participants, fiduciaries, and board members.”
Dennis M. Pearlman, AIF®
President
Case Pearlman Ret. Plan Advisors
“Our organization has been extremely pleased with the planning and high-quality service results we have always received from our relationship with AFS/Deferral.com. AFS/Deferral.com have always provided absolute top-quality immediate service and wonderful top-notch care for our clients and plan participants. ... I would strongly recommend them for any clients looking for benefit plan record-keeping and administrative services.”
Bob Nienaber
CEO, ChFC, CLO
benefitRFP, Inc. and Companies
“Great customer service! I am very pleased with the service support Deferral.com have provided through the years. Diane is always prompt to answer any questions I had and to assist with any questions our employees may have.”
Jackie Florez
Director of Human Resources
Carparts.com, Inc.
“I’ve worked with Jim at Deferral.com for almost a year on our non-qualified DCP. Jim is always responsive and very accommodating with requests. He is patient and quick to answer my questions and address any concerns. The Deferral.com site is easy to maneuver around in and provides a multitude of canned reports. The DCP online enrollment process is quick and easy. I recommend Deferral.com.”
Shelly Turner
Sr Executive Compensation Analyst
CO-OP Financial Services
“Executive Benefits Network have worked with Deferral.com since the early 2000’s. Deferral.com offered a robust online platform from day one and they continue to improve functionality, appearance and services. They are able to handle every type of customized nonqualified benefit plan design that we have thrown their way and they do it for a very reasonable price. ... Megan and Robyn have been capable and trust-worthy partners as well as enjoyable to work with.”
Lisa Oddis
Case Implementation Executive
Executive Benefits Network
“The accuracy of information and response time to inquiries is terrific. It has been a pleasure and very good experience working with AFS over the years.”
Guy Pagliuco
Director of Benefits
Prospect Airport Services
Legacy has completed a live web demo of the new site and is very impressed. The enhancements are much more user friendly. We believe participants will be excited to see the tools and intuitiveness of the site.
