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UNDERSTANDING AN 831(b) PLAN

Much like the 401(k) tax code allows an employer to set aside tax-deferred dollars for retirement, the 831(b) tax code allows a business to set aside tax-deferred dollars for underinsured and/or uninsured risks. The similarities are clear and business owners should consider the risk mitigation advantages.

Who Can Benefit

There is no shortage of risks in any industry. SRA helps the privately held small to middle market businesses that are the lifeblood of America. All businesses can benefit including:

  • Entrepreneurs
  • Property Managers
  • Dental & Medical
  • Manufacturers
  • Self-Storage
  • Professional Services
  • Construction
  • Service Industry
  • Retail
  • Technology
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