Using split|dollar arrangements in executive compensation plans

Using split-dollar arrangements in executive compensation plans

This article examines the use of split-dollar arrangements and their pivotal role in managing excise taxes within executive compensation plans.

Split-Dollar Executive Compensation | Financial Professionals

Working with a licensed attorney, a split-dollar agreement is established that collaterally assigns a portion of the death benefit to the company. The executive ...

Using split-dollar arrangements to retain key employees - Modern Life

In this case, it's used for executive compensation and retention. ... Traditional deferred compensation plans may trigger the stringent ...

Executive Compensation with a Collateral Assignment Split-Dollar ...

Advanced Planning. A WAY TO RETAIN AND REWARD SELECT KEY PEOPLE. Executive Compensation with a Collateral Assignment Split Dollar Arrangement. DO YOU IDENTIFY ...

How Split-Dollar Life Insurance Works - Investopedia

Split-dollar plans are frequently used by employers to provide supplemental benefits for executives and to help retain key employees. The agreement lays out ...

Split Dollar Arrangements: Strategies For Competitive Business

Estate Planning. Split dollar arrangements can be structured to provide the executive and/or the business owner with estate liquidity at a low out-of-pocket ...

Collateral assignment split dollar: The good, the bad, and the ugly

In the realm of executive compensation and employee benefits, collateral assignment split dollar arrangements have emerged as a popular ...

Endorsement Split-Dollar: Executive Life Insurance Plan

With a business-owned split-dollar arrangement, the employer purchases and owns a permanent life policy on the life of an employee and pays the ...

Split Dollar Life Insurance Guide - IRS

Split-dollar Life Insurance. A. Overview. (1) Split-dollar life insurance arrangements can be a key feature of executive compensation packages. Over the years ...

Split dollar helps attract and keep high-value employees

A loan split-dollar arrangement can offer a “best of both worlds” scenario in the nonqualified executive benefits arena. A key employee can ...

Split-dollar executive compensation plans: Doing it right - BenefitsPro

Collateral assignment split-dollar plans offer a unique incentive to retain top company execs. ... Companies without stock or other types of ...

Split Dollar Life Insurance as a Deferred Comp Tool for Not-for-Profit ...

Life insurance, specifically a split dollar life insurance agreement, is often an overlooked executive benefit strategy that can help level the ...

Split Dollar Life Insurance - Executive Benefit Solutions

Split Dollar arrangements represent a flexible and cost-effective planning alternative to cash and deferred compensation. Participant Benefits. A secure, tax- ...

How does Split Dollar Insurance Work? - BoliColi.com

In a split dollar arrangement the employer is offering a loan to the employee which is utilized to pay the premium of a life insurance policy.

The Big Picture of Split-Dollar Agreements | CU Management

Two strategies for strengthening executive compensation while staying flexible enough to accommodate your leadership continuity plan.

The Truth About Split-Dollar Arrangements - Newcleus

Tax-exempt entities (like credit unions) often use split-dollar plans to encourage top executives to remain with the company by providing an ...

The Importance of Understanding Split-Dollar Insurance

... with the policy. A split-dollar life insurance arrangement is an executive compensation tool that involves an agreement between employer and ...

Splitting the Difference: Why Careful Structuring and Regular ...

Split-dollar plans are typically structured as an economic benefit arrangement with an endorsement or as a loan arrangement with a collateral ...

Split-Dollar Insurance: Life Insurance for Executives - SWBC Blogs

Differences Between Plan Arrangements ... In the endorsement method, the life insurance policy is owned by the financial institution, with the key executive ...

Split-Dollar Life Insurance: What It Is and How It Works - MarketWatch

Split-dollar arrangements are often used as part of executive compensation packages, helping employers attract and retain key personnel.