S7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) Admin


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Have you ever wondered what is 831 b plans are? and how it differs from other plans?

So, we have our guest today who will give an overview of the 831 b plan and its benefits.

Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development. Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry events in insurance, finance, and long-term planning.

In this episode, Dave talks about…

  • What is the 831 B plan all about?
  • A little background about Ed Bryan
  • Difference between the 831 B plan Vs. 401k
  • Why Physician should be aware of this plan?
  • What's different about this kind of plan? Can you do it on top of a 401K or a cash balance plan?
  • What kind of practice that this would be a good fit for?
  • What is the cost of setting up an 831 B plan and maintaining the plan?
  • Two limits of this kind of plan?
  • What are the policies?
  • Does the fee charge include filing a tax return for the entity?

Resources Mentioned:


Locum Story

Connect with Ed Bryan

Website: http://831b.com

LinkedIn Speaker: https://www.linkedin.com/in/edward-bryan-498a9691/

LinkedIn SRA: https://www.linkedin.com/company/sra-831b/

Vimeo: https://vimeo.com/831b

YouTube: https://www.youtube.com/channel/UC8QJwR1FlAzdAgmC8UYsnWg

Facebook: https://www.facebook.com/SRA831b/

Instagram: https://www.instagram.com/sra_831b/

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com


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