Chapter 13_RF - including incidental death benefit...

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Chapter 13 L IFE I NSURANCE I N A Q UALIFIED P LAN LEARNING OBJECTIVES: A. Have a basic understanding of using life insurance to fund a qualified plan B. Understand ways in which life insurance may be used in defined benefit plans C. Understand ways in which life insurance may be used in defined contribution plans D. Identify key tax-related factors when using life insurance to fund a qualified plan REVIEW: This chapter begins by investigating when the use of life insurance in a qualified plan may be indicated, followed by a discussion of advantages and disadvantages. After this, the chapter has an extended section on how life insurance may be used in both defined benefit and defined contribution plans. Guidelines for life insurance use are discussed,
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Unformatted text preview: including incidental death benefit considerations. Combination plans and envelope funding are covered next, followed by a section on fully insured plans. The chapter continues with a section on tax implications, and brief coverage of alternatives. Finally, there is a good question and answer section dealing with a variety of topics relating to the use of life insurance in different types of plans. FEATURED TOPICS: Life insurance in defined benefit plans Life insurance in defined contribution plans CFP CERTIFICATION EXAMINATION TOPIC: Topic 66: Investment considerations for retirement plans F. Life insurance KEY WORDS: incidental test, combination plan, envelope funding, fully insured plan, overfunding, Table 2001...
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Chapter 13_RF - including incidental death benefit...

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