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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/RABBI TRUST
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

RABBI TRUST

01.Core Concepts

• Irrevocable Trust • Holds set-aside funds of a NQDC Plan • For the benefit of executive • Funds are not available to employer BUT may be available to the employer’s general creditors under bankruptcy. • Substantial risk of forfeiture exists. • Assets within the rabbi trust are not currently taxable to the executive.