The implementation and ongoing use of nonqualified benefit plans demand that corporate finance executives determine whether or not to hedge the emerging benefit liabilities. This essential decision results in a rigorous evaluation of various nonqualified plan financing strategies.
MBS Financial provides critical consulting and financial analysis to evaluate the various nonqualified benefit financing options, taking into account tax implications, cash flow and accounting impact, liquidity, hedging efficiency, and cost.
The primary financing strategies we evaluate for nonqualified plans include:
- Mutual Funds
- Corporate Owned Life Insurance (COLI)
- Separate Account Custom Portfolios
- Company Stock
- Swap Hedges
Let us design a customized solution to fit your needs.