We specialize in executive beneftis including BOLI, Bank Owned Life Insurance, and COLI, Company Owned Life Insurance. Our Executive Benefits consultants are specialists in both COLI and BOLI nonqualified deferred compensation packages

The Todd Organization Executive Benefits

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The Todd Organization
October 23, 2008

IRS Publishes Pension Plan Limits for 2009

Each year, the Internal Revenue Service publishes updated dollar limitations for tax qualified defined benefit and defined contribution plans. The IRS announced the 2009 cost of living adjustments for qualified plan limitations on October 16. The limits are important for all tax qualified plans, as well as many non-qualified plans that supplement contributions and benefits under tax qualified plans. Click here to read the newsletter.

October 15, 2008

Emergency Economic Stabilization Act Limits Deferred Compensation Involving Offshore Tax Havens

The Emergency Economic Stabilization Act of 2008, enacted on October 3, 2008, significantly curtails deferred compensation arrangements for U.S. taxpayers who receive compensation directly or indirectly from certain offshore tax havens. Click here to read the entire article.