dmb Posted August 15, 2016 Posted August 15, 2016 Has anyone dealt with Corporate Owned Life Insurance (COLI) inside a plan as a financing vehicle? And how is treated for accounting purposes? Any guidance, insight or thoughts are appreciated. Thank you.
david rigby Posted August 15, 2016 Posted August 15, 2016 Is this a qualified plan or NQ plan? Governmental? Non-profit? I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
dmb Posted August 15, 2016 Author Posted August 15, 2016 This for a for-profit, non-qualified/post-retirement medical plan. Any article or reference would be appreciated. Thanks.
SoCalActuary Posted August 17, 2016 Posted August 17, 2016 Just curious why this is a DB forum question.
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