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IRS MODEL RABBI TRUST PROVISIO S - Innovative Concepts

IRS MODEL RABBI TRUST PROVISIO S - Innovative Concepts 2026

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The document outlines the IRS model provisions for a rabbi trust, which is a grantor trust used in nonqualified deferred compensation plans. It ensures that assets are available to pay deferred compensation benefits while protecting them from corporate management changes and creditor claims in case of insolvency. The document includes guidelines for establishing the trust, trustee responsibilities, payment procedures to plan participants, investment authority, and conditions for amendments or termination of the trust.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in the date and names of the Company and Trustee in the introductory section. This establishes the parties involved.
In Section 1, specify the amount deposited into the trust. Choose whether the trust is revocable or irrevocable based on your needs.
Proceed to Section 2, where you will need to provide a Payment Schedule detailing amounts payable to each Plan participant and their beneficiaries.
In Section 3, indicate how payments will be handled if the Company becomes insolvent. Ensure you understand the implications for Plan participants.
Review Sections 4 through 14 for any additional provisions that may apply, such as investment authority and trustee responsibilities.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why is it called rabbi trust?

The name derives from the fact that the first known trust of this type was created by a congregation to benefit their rabbi. The trust has several tax benefits which can make it a useful tool for attracting and retaining high-performing employees.

Can a rabbi trust be rolled into an IRA?

You cant take early withdrawals, including a loan or hardship. Distributions from the Rabbi Trust cant be rolled over to another qualified retirement account such as an IRA.

Who owns assets in a rabbi trust?

In general, a trust is a relationship in which one person holds title to property, subject to an obligation to keep or use the property for the benefit of another.

What are the disadvantages of a rabbi trust?

In other words, once the employer makes contributions to a rabbi trust, they cannot retrieve them. A docHub drawback of rabbi trusts is that they dont protect against creditors.

What is the rabbi trust model?

A rabbi trust is a non-qualified, irrevocable trust that allows employers to set aside funds for deferred compensation plans while keeping assets accessible to creditors.

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