Deferred Compensation Savings

Deferred Compensation savings cards allow you to reflect employee or employer contributions to the Non-Qualified Pension account bucket.

You can add deferred comp savings into RightCapital within the Savings section of the Profile (or the Savings step of the initial data entry process) by clicking Add Saving > Other > Deferred Compensation:
Client contributions are pre-tax, and will occur each year regardless of cash flows deficits. These contributions will be deducted from the client's wages on Line 1 of the Sample 1040. Both employee & employer contributions can be tracked in the Retirement > Cash Flows > Invested Asset tab.
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!