401(k) Look-Alike Plans

A non-qualified 401(k) look-alike plan with life insurance gives your valued executives the opportunity to defer larger amounts of pretax income. As an employer, this type of plan:

• Helps you attract and retain top performers
• Can be implemented on its own or in conjunction with an existing qualified plan
• Avoids the stringent IRS requirements of qualified plans
• Requires minimal ERISA compliance when properly structured
• Can be informally funded with life insurance
• Can provide cost recovery through the income tax free death benefit.

Other types of Executive Benefits:
+ Nonqualified Deferred Compensation Plans
+ Supplemental Employee Retirement Plans (SERP)
+ Executive Bonus Plans
+ Split Dollar Plans