Generally speaking, high-income persons, such as business Owners, Keymen and Executives, regularly seek financial strategies that can help them obtain not only increased income, but also growth and preservation of assets through their business enterprises.

There are several areas where business owners can hold onto business equity through the funding of life, health, disability, and retirement benefits tax-advantageously, and in many cases even exclusively for themselves, regardless of anti-discrimination laws of ERISA and other such regulations.

Please see the following article about Executive Benefits to learn more:

The “ERISA Exemption Strategy” – Exclusive Owner/Manager Benefits Arising from the ERISA Collective Bargaining Exclusion, by Paul M. League, QFP, CFP®

If you too are looking for professional help in these areas then we invite you to give us a call today at: 800.482.5347.

• Pension / Retirement Plans:

  • Retirement Plans

• Cafeteria Section 125 Plans – FSAs (Flexible Spending Accounts)

• Deferred Compensation Plans (Section 457)

• Exclusive Owner/Manager Benefits Arising From the ERISA Collective Bargaining Exclusion (the – “ERISA Exemption Strategy”)

• Welfare Benefit Plans (Section 419/419A) / VEBA Plans

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