PKB2055 Posted March 21, 2023 Posted March 21, 2023 Looking for some general information regarding this type of plan. Can anyone please provide some basics about how these plans work and are administered? Thank you!
R Griffith Posted March 23, 2023 Posted March 23, 2023 I would look up Kelly Coffing at Milliman for information.
Jakyasar Posted March 24, 2023 Posted March 24, 2023 Presentation-Variable-Benefit-Plans-in-Depth.pdfPresentation-Variable-Benefit-Plans-in-Depth.pdfPresentation-Variable-Benefit-Plans-in-Depth.pdfHere is the presentation from a few years back. Hope I was allowed to post. R Griffith 1
Effen Posted March 29, 2023 Posted March 29, 2023 Our firm has a specialty niche in this area. We have over 50 variable plan clients in various market segments. I sent you a PM if you would like more information. david rigby 1 The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
PKB2055 Posted April 19, 2023 Author Posted April 19, 2023 Thank you all! Effen - I will PM you shortly.
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