NONQUALIFIED PLAN FUNDING ALTERNATIVES
We work with our clients to evaluate the relative economics of the funding alternatives which generally include Corporate-Owned Life Insurance (COLI), mutual funds, or a managed portfolio. From this, we will generate a comprehensive analysis of the alternatives and prepare a complete report of our findings, among other things, using the following criteria:
Cash flow / Liquidity
Tax impact
Financial statement impact
Internal rate of return
Asset/liability risk management