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    3. September 2018

Potential Implications to COLI/BOLI Policies Inherited Through an Acquisition

Included in the tax reform legislation passed last December were changes to the previously existing transfer for value rules. These changes were designed to address perceived abuses in the stranger-owned life insurance (STOLI) market, whereby entities are formed for no other reason than to acquire, own and be the beneficiary of insurance policies. 

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Good Pay Programs Allow Your Employees to Focus on Retirement Plan Participation

Pay programs are the guidelines, policies and practices employers use to determine employee pay. Why not leverage your pay program to encourage employee retirement plan participation?

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