Webinar Replay:

Transformational Executive Retirement Benefits

TriHealth Shares their Approach

AHA Sponsored Webinar May 26th, 2021

Speaker Line Up with minute marks to fast forward to a specific speaker topic.

  1. Introduction with Monique Showalter
  2. Introduction with Jim Hebets (Start Time: 6:00)
  3. What We Will Cover Today with Jamie Hebets (Start Time: 9:30)
  4. Why TriHealth Revamped their Plan with Andrew DeVoe (Start Time: 18:00)
  5. SERP/457 Plan to Loan Regime Split Dollar with Jim Hebets (Start Time: 23:40)
  6. Cost Recovery to TriHealth with Jim Hebets (Start Time: 33:20)
  7. Overall how this has effect ed TriHealth with Andrew DeVoe (Start Time: 40:20)
  8. How Loan Regime Split Dollar works and has changed from design of the past with Jim and Jamie Hebets (Start Time: 41:05)
  9. Closing comments and Q & A with Monique, Andrew, Jim & Jamie Hebets (Start Time: 50:40)

In this webinar you will learn about:

  • Attract & Retain Key Leadership: How TriHealth is using this innovative executive retirement program to attract & retain their key talent
  • Tax-Free Retirement Income: How TriHealth was able to dramatically improve the net spendable retirement benefits for their executive team
  • Cost Recovery w/Interest: How TriHealth is now able to recover 100% of the cost to fund their executive retirement program, with interest
  • Competitive Landscape for Qualified Senior Leadership: Why executive benefits are crucial for retention
  • Employer Balance Sheet Transformation:How TriHealth dramatically improved their financials by switching to loan regime split dollar. Employer contributions now considered an interest accruing asset instead of an expense and liability.
  • Improved Optics: How this type of benefit can avoid compensation reporting on the Schedule J of the form 990
  • How Loan Regime Split Dollar Works: From concept to financial modeling to legal consideration to communication to plan administration and support, the full road map from start to finish

As leaders in the industry, and with the backing of our parent-company NFP, we firmly believe there is safety in numbers. The Hebets Company is a wholly owned subsidiary of NFP. Our international organizational strength can be highlighted as follows:

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