Tax Optimization

Executive benefit plan sponsors who fund their plans with mutual funds incur a tax cost from the dividends, interest, and realized investment gains due to participant re-allocations and market activity. Historically, many companies have utilized corporate owned life insurance (COLI) to minimize this tax exposure.

CapAcuity has designed and implemented proprietary protocols and systems uniquely designed to provide tax-efficient funding and hedging strategies, which contributes to improved financial performance for plan sponsors.