bzorc Posted January 28, 2003 Posted January 28, 2003 Does anybody out there know of any articles or websites that might have information on the topic of Life Insurance as an investment option within a retirement plan? The article can be pro or con, I just need a reference, as nothing that I have searched has anything that goes into the specifics. The only thing I find when I search things like CCH and the Retirement Plan Answer Book is that Life Insurance should be an incidental benefit within the plan and your premiums are subject to limitations (within a DC plan), which I already knew. Any help would be appreciated.
Tom Poje Posted January 28, 2003 Posted January 28, 2003 the C-4 ASPA Book '2001 Current Topics for the Retirement Plan Consultant' has a few articles (maybe 4-5 pages each) Ha! Go ahead and study for the test at the same time. Its a decent reference. (and I managed to sneak in a '7' on the test on my first attempt myself) 'Analyzing Incidental Insurance Limitations', from Journal of Pension Benefits, winter 95 'Should a Qualified Plan Invest in Life Insurance' from Practitioners Publishing Company, 7/23/1996 (ppcinfo.com?) 'Life and Health Insurance in Qualified Plans (Parts 1 and 2) from Journal of Pension Benefits, Autumn 97, Winter 98
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