Does your plan funding strategy align with your organization’s goals?

Benefit Plan Funding

No benefit plan design is complete until you’ve carefully considered the potential impact of the funding strategies available to you and chosen the one that will support your top objectives. When selecting a strategy, it’s important to keep in mind that funding can be just as impactful on your plan’s performance and long-term sustainability as its other features. A plan that performs well over the years gains the trust of participants, which can have a positive impact on participation rates. 

If you already have a plan funding strategy in place, it can be reviewed and updated with little to no disruption to participants.

Working With MaxWorth

MaxWorth can help you finance your plan in the manner that works best for you and your organization’s bottom line. We offer the following financing techniques and create detailed models to help you determine which strategy best suits your needs and supports your goals:


Future benefits are paid from the employer’s cash flow when needed.

Corporate Owned Taxable Investments:

The organization invests in mutual funds in order to pay future obligations.

Corporate Owned Life Insurance:

The organization purchases life insurance to pay future obligations.


 The above strategies can be combined to create a customized solution.

Want To Learn More? Let’s Talk.

Every healthcare organization is unique. Our solutions are customized to fit your needs. If you would like to find out more about us and our solutions, or simply discuss your organization's compensation challenge, complete the form below, and we will arrange a call with one of our consultants.

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Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

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