DeferTec is pleased to offer its clients and the general community various resources related to executive benefits and the design of executive benefits plans.

For example, from our library of advanced planning ideas, here are several white papers developed by our consultants:

American Jobs Creation Act of 2004

Guidance for Applying 409A To Split-Dollar Life Insurance Arrangements.

Guidance Regarding the Application of Section 409A to Split-Dollar Life Insurance.

IRS Final 409A Regulations Along With Notice Addressing Split Dollar Life Insurance.

Executive Benefits

Why Executive Benefits?