Success Stories

An Income Protection Plan for Schwab:

     VPA successfully installed a fully-integrated disability benefit program for Charles Schwab Corporation, which for the first time, allows an employer to have a single-income protection plan for its employees nationwide.

     This innovative program provides for a single pretax employee contribution to the company's "Income Protection Plan," which provides all their short-term Disability benefits that they would normally receive from many sources such as state disability insurance benefits (in CA, HI, NJ, and NY), salary continuation benefits that were previously paid by the employer, and short-term Disability benefits that were previously provided by the employer when employees exhausted their salary continuation benefits.

     This "single source program" allows Schwab employees to leverage their disability plan contributions for maximum tax advantages and speeds up the delivery of a single, fully-taxable disability benefit check to employees nationwide (the average time from the date of disability to the first benefit check payment is less than two weeks).

     Whereas the previous multiple-source disability benefit system was confusing to employees, the new single-source system clearly explains what Disability benefits are being paid to him or her and for what period of time.

 
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