Executive Benefits: Eliminating the Retirement Gap (Webinar)


Healthcare organizations are faced with retaining executives and other key talent while mitigating substantial risks like cost and reputation. Executives need a specialized benefit plan to bridge the financial gap between traditional savings plans and their actual retirement needs.

Is it possible to achieve both interests with one solution?

Yes, by leveraging the proper tax code and plan design. Tax-advantaged plans help mitigate reputation risk on the organization’s 990 and can generate income for the organization.

In this complimentary webinar, TJ Telford, Vice President for Executive Benefits at BFB Gallagher, will explore how executives can receive tax-free income with the option to design for installment periods, or annual distributions that can last throughout retirement.

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Expert Presenter

TJ Telford, Vice President

TJ Telford’s career is focused on the financial services industry, with more than 15 years of experience in consulting to consumers, executives, and boards. TJ’s areas of expertise include deferred compensation, nonqualified executive benefits, institutional asset management, and benefit liability management. He consults with executives and boards on best practices for attracting, retaining, and rewarding key leadership.

As a senior consultant at BFB Gallagher, TJ customizes benefit plans to meet the goals of both the executive and the board. His experience working with regional examiners – what they are looking for in each plan type – adds to his focus on regulatory compliance. TJ is also a popular national speaker. He recently presented “Executive Benefits: When Is Enough, Enough?” at the 2016 Directors and CEOs Leadership Convention.

TJ’s “work hard, play hard” philosophy is evident in his high level of commitment and service to his clients and his family’s great love of the outdoors. TJ and his wife Stacey have four children who are active in golf, hockey, basketball, and dance. His two sons are following in TJ’s footsteps as an avid competitive golfer. As a family, they can frequently be found on the ski slopes. TJ is based in BFB Gallagher’s corporate office in South Ogden, Utah.