Plan Trackers is a unique service that makes sure your plan is on track, and doing what it's supposed to do. We can:
- Provide turnkey management of COLI and personal life insurance, including funding, use of leverage, index selection for IUL policies, and distribution strategies so as to stay out of trouble.
- Account for and manage 409(a) and 457(f) plans.
- Monitor, account for, and manage split dollar life insurance plans, including taxable income to employees, policy leverage, and employer loan servicing.