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Establishing and overseeing an Executive Benefits Plan can help your organization recruit, retain, and reward key employees, while supporting strategic goals and values.
Profit sharing plans: Personalized by our LPL financial advisors to support your specific business, utilizing age-weighted and new comparability methodologies to maximize contributions. Contributions levels can be designed to reach the IRS contribution maximum of $66,000 ($73,500 including catch-up contributions) in 2023.
Money Purchase plans: Developed by our LPL financial advisors and a team of actuaries to maximize contributions for owners and/or key personnel. Maximum contributions depend on age and income, but in some cases can exceed $200,000 per year.
Deferred Compensation Plans: Designed to attract, retain, and reward key personnel with extremely flexible design options. There are no IRS limits to this type of plan design.
Key Person Coverage, Buy/Sell Arrangements and Funding: Personalized by our benefits team to protect your business and key personnel.
Succession Planning: Designed by Lifetime’s benefits team to protect your financial interest in your business, and to ensure your business continues in the event of a death or disability.
Insurance products are not offered through, affiliated with, or endorsed by LPL Financial.