Forms
Client Fact Finders:
Client Ready Census Sheet (Excel File)
Client Checklist (PDF File)
SBG Sample Case (PDF File)
Common Client Questions (PDF File)
Executive Benefits Grid – A Deferred Compensation Comparative Breakdown (PDF File)
Deferred Compensation Material:
Post 409A Reviews in 2006 (PDF File)
Deferred Compensation Payout Examples (PDF File)
Attracting Key Employees (PDF File)
AALU 409A Final Regs Summary (PDF File)
Phantom Stock Plans (PDF File)
Company Owned Life Insurance (COLI):
Frequently Asked Questions about COLI (PDF File)
COLI Best Practices Law – IRC 101(j) (PDF File)
Bank Owned Life Insurance (BOLI):
BOLI Overview (PDF File)
AALU 2005 OCC 2004-56 Overview (PDF File)
Sample Carriers (PDF File)
Employer Group Waiver Plans:
SBG EggWhip Flowchart
The_Trillion_Dollar_Gap_Pew report 2010
Iceberg Ahead -The hidden costs of public sector retiree health benefits in New York
AMWINS Corporate Overview
The Egg Whip Mechanic vs RDS Subsidy
For a quote, please download the SBG – EGWP data form
