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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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This note was uploaded on 02/24/2010 for the course ACCOUNTING 578844 taught by Professor Mctosh during the Spring '10 term at UCLA.
- Spring '10