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OPEB, COLI and Post-Retiree Needs

At the same time steps are being instituted to curtail COLI, there is an ever-increasing need to fund for employee medical care and post-retirement medical expenses. The use of COLI and the new Health Savings Accounts ("HSA") can provide a robust funding vehicle.

25 minute read August 28, 2009 at 07:39 AM
By
Lawrence L. Bell
OPEB, COLI and Post-Retiree Needs

[Editor's Note: The recently passed COLI Best Practices ' 101(j), Deferred Compensation ' 409A and the Medicare Act of 2003 require advisers to review all qualified and nonqualified benefit programs.

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