Funding Analysis

The implementation and ongoing use of non-qualified 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 non-qualified plan financing strategies.

MBS Financial provides critical consulting and financial analysis to evaluate the various non-qualified 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 non-qualified plans include:

Mutual Funds
Corporate Owned Life Insurance (COLI)
Separate Account Custom Portfolios
Company Stock
Swap Hedges

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