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Introduction to Rabbi Trusts A Rabbi Trust is an employee benefit arrangement created in the 1970s, named after the rabbi and his congregation who first used it following a favorable IRS Private Letter Ruling (PLR). This trust design provides employers with a unique way to offer non-qualified benefits to their
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What is a Qualified Retirement Plan? A qualified retirement plan represents a type of employer-sponsored savings plan that adheres to the guidelines set forth by the Internal Revenue Code and the Employee Retirement Income Security Act (ERISA), granting both employers and employees valuable tax incentives. These plans include popular options
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