409A Direct

What are underlying investment options within COLI assets?

The investment options of the plan participants often mirror the investment funds within the COLI asset structure. For example, if Goldman Sachs has an investment fund within the COLI which is considered a best-in-class fund, then the plan sponsor can make this fund available to plan participants. That fund will earn a rate of return within the COLI asset, and the plan participants will be credited with the same rate of return.

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