Learning Library

A curated collection of resources to help business owners, advisors, and decision-makers understand, implement, and maximize the benefits of 831(b) Plans.

Additional Resources

Products Guide

Our 831(b) Plans help clients address gaps arising from underinsurance or lack of coverage, enabling them to better plan for financial losses from unforeseen events that could disrupt business operations.

4 Part Test

Built on the foundations of Rev. Ruling 2009-26 and recent court rulings, SRA has created a stringent 4-Part Test to ensure 831(b) Plan compliance.

Case Studies

See how strategic 831(b) planning has helped real businesses safeguard profits, mitigate risk, and gain financial control when it mattered most.

Podcasts

Our podcast discusses topics related to reputational damage, supply chain interruptions, legal disputes, cyber risks, mergers and acquisitions, and many more.

Do I Qualify Assessment

Please complete this assessment to see if you may qualify to strengthen your business through an 831(b) Plan.

Marketing Portal

Fuel your outreach. Access educational videos, ready-to-use marketing collateral, case studies, event information, and more to grow your 831(b) conversations.

Client Resources

SRA 831(b) Admin is excited to announce we have revamped our application system for increased efficiency and clarity.

10 Things To Know

Smart businesses take control of risk and build long-term value. Whether you’re an advisor or business owner, start here with the fundamentals of 831(b) Plans, what they are, how they work, and why thousands are using them today.

Tax Payments

Your 831(b) Plan may require federal tax payments. Below are three methods for submitting payments directly to the IRS. Please review the options, requirements, and choose the method that works best for your situation.

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