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Home > Corporate & Institutional > Products & Services > Benefits & Retirement Services > Executive Benefits > Rabbi Trusts


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RABBI TRUSTS

A rabbi trust is a type of grantor trust used to hold assets for nonqualified executive benefit plans. Having pioneered the rabbi trust concept in the 1980s, we are now proud to be a national leader in designing and administering these trusts.


Rabbi Trust Provisions

  • Benefit security
  • Tax advantage for participant
  • Protects against change of control or change of heart by management
  • Provides discretionary trustee after a change of control
  • Assets remain subject to creditor claims during bankruptcy


Major Optional Provisions

  • Revocable/Irrevocable
  • Funding levels
  • Change of heart protection

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Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Insurance and annuity products are offered through non-bank insurance agency affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies.
Contact Us
Wachovia Executive Benefits Group
(800) 887-1562
8:00am - 5:00pm ET
Monday - Friday
executive.services@wachovia.com
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