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Rabbi Trust

We offer rabbi trusts to facilitate deferred compensation, or provide additional nonqualified retirement benefits to executives.

Also referred to as a grantor trust, this type of trust is established to set aside funds for executives under a nonqualified benefit plan.  This offers a level of security to the executive as payment of nonqualified benefits is guaranteed.

We can help you achieve your rabbi trust objectives.

  • Safekeep trust assets
  • Distribute payments to retirees
  • Mail assets reports to grantors
  • Prepare annual tax returns