Provide Guaranteed Retirement Benefits With a 412(e)(3) Fully Insured Defined Benefit Plan
A fully insured defined benefit plan is a retirement plan that provides guaranteed retirement benefits to the owners and employees of a company. As with all defined benefit plans, the employer makes annual contributions to the plan to reach a funding target.
These plans are funded exclusively with annuities or a combination of annuities and whole life insurance to create a guaranteed retirement income benefit.
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The Lafayette Life Insurance Company does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Lafayette Life cannot guarantee that the information herein is accurate, complete, or timely Lafayette Life makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.
The Lafayette Life Insurance Company provides services to pension plans as outlined in a separate Administrative Services Agreement, and issues life insurance and annuity products that may be used as funding options. This material is for informational purposes only. Lafayette Life does not serve as plan administrator or fiduciary, nor does Lafayette Life or its representatives provide ERISA, legal or tax advice. Your personal or legal tax advisors should always be consulted and relied upon for advice.
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