Executive Benefits

Aloha Maui CFO – Key Highlights

Our executive benefits provide tax-advantaged contributions, tax-deferred growth, protection for families and assets, and tax-free distribution upon retirement. Below are some of the important features of available benefits:

  • Plan contributions are 100% deductible to the corporation as an employee benefit.
  • Plan participants can partially fund their plans with pre-tax earnings (this reduces gross income and current income tax liabilities).
  • Contributions will reduce participant’s income and also lower payroll taxes for both the participant and organization.
  • Plans grow on a tax-deferred basis during the working years.
  • Unlike 401k plans, our executive benefits allow for IRS penalty-free access to funds before age 59½.
  • Permanent plans include a tax-free death benefit for surviving beneficiary(ies).
  • Distribution may be made on a tax-free basis utilizing policy loan provision.

Let’s Talk

Give us a Call

Ed Rieger, LUTCF, Partner or

Sean Henrie, LUTCF, Partner

(888) 545-2205 Toll Free
(801) 446-2555 Local

About Us

  • Business Planning Group assists organizations in understanding and implementing executive and employee benefit plans.
  • We help companies build and keep successful teams for their organizations.
  • We support clients by helping them understand the potential rewards that are available when they take a proactive approach to their retirement planning.

This Website is for informational purposes only and does not constitute a complete description of our services or product offerings. This website is in no way a solicitation or an offer to sell securities, investment advisory services, annuities, qualified plans, non-qualified plans or insurance except, where applicable, in states where we are licensed and registered. Information throughout this site, whether statements regarding products or services, taxes, the market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results of any investment or policy are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEBSITE." "Understanding Wealth", "Executive Wealth Builder" and "Final Gift" are registered trademarks of Business Planning Group.