Learn more about our Owners Only program, which is designed to enhance the business owner’s exit strategy.
Your retirement security should not be tied to the future performance of the company by the owners or the next generation. The Owners Only program was developed to recognize the risk/reward commitment the business owner undertakes and to provide a supplemental retirement program for their exclusive benefit.
Highlights:
- This program is non-qualified, meaning that the owner intentionally forgoes a current tax deduction and, therefore, the IRS allows the implementation of selective benefit programs for the owners and other key individuals.
- Your company retains complete control of the plan assets. These assets are liquid and will not impact your borrowing, loan covenants, bonding requirements, etc. Plan performance is backed by a $240 billion insurance company.
- The plans are straightforward – easy to set up and administer.