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Rewarding Executives While Avoiding ERISA

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The Wolfpack Room @ MassMutual NC

4000 Westchase Blvd

Ste 400

Raleigh, NC 27607

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Presented by The Business-owner Strategies Group (BSG).

Sponsored by MassMutual North Carolina.


You make over $120K? Own more than 5% of a business? Congratulations! You're a Highly-compensated Employee (HCE). An underlying concept of retirement plan tax law is that tax-qualified retirement plans must not “discriminate in favor of HCEs", but there's nothing in there about discriminating against you.

Make more than $127,200? Congratulations, you are now officially "discriminated against" by Social Security. Your additional earnings aren't subject to OASDI. That's eventually going to be reflected in your Social Security check. Who cares? You should because the tax code is unfriendly to those who are strong earners.

Come learn about techniques you can use to reward executives without running afoul of ERISA and other bothersome sections of the tax code. Specifically, we will be looking at the uses of life insurance contracts to achieve a variety of business outcomes. This seminar is designed to engage owners and advisors in a conversation about these topics. If you are an owner, this is appropriate for you. If you're a CPA or Insurance-licensed IAR, you can better your skills and get CE credit simultaneously.


Breakfast is included and the seminar starts promptly at 8:45



Approved for 2.0 hours of CPE, Insurance CE, CFP and PACE credit. Applicable CE fees will be paid by the sponsor.

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Date and Time

Location

The Wolfpack Room @ MassMutual NC

4000 Westchase Blvd

Ste 400

Raleigh, NC 27607

View Map

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