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For Specific Entities: LLCs and S Corporations

If your company is a limited liability company (LLC) or an S corporation, you are likely aware of your unique planning challenges. But, are you also aware of the opportunities? The Principal Financial Group® understands the unique nature of these business entities and has created specific retirement income solutions that will benefit you as the owner of a pass-through entity.

  • Principal LLC BonusSM - A plan allowing members (owners) of LLCs to accumulate wealth and/or create retirement income above what is allowed by their qualified plans. Depending on the funding method used, can also provide a death benefit and help LLC members diversify their personal income tax liabilities.
  • Principal S Owner PlusSM - A program allowing owners of S corporations to move cash from the business to the owner, personally. Depending on the funding method chosen, can also provide a death benefit and help maximize tax diversification.
  • Executive Nonqualified "Excess" PlanSM (Deferred Compensation) - A nonqualified defined contribution plan that allows contributions in excess of qualified plan limits.
  • Executive Nonqualified Defined Benefit Plan (Deferred Compensation) - A nonqualified defined benefit deferred compensation plan that allows employers to provide a supplemental retirement benefit in excess of qualified plan limits.

Approval #501012011

Have a question? Call us at 1.800.986.3343

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