Rabbi Trust Services and Fees

By Jeff McCarthy Rabbi Trust services and fees vary widely depending on the service capabilities of the trustee and the nature of the Rabbi’s Trust agreement’s provisions.  In choosing a trust provider and structuring the trust, the plan sponsor will want to balance the costs and benefits of the various arrangements that are available in […]

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Funding Optimization and Guaranteed Issue

One of the greatest advantages of non-qualified deferred compensation (NQDC) plans is the degree of flexibility they offer the plan sponsor. Take plan funding, for example. There is no single required funding approach. Plans may be unfunded, or they may be funded with mutual funds, other taxable investments, or corporate-owned life insurance (COLI). In fact, […]

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