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Is Your Employer-Owned Life Insurance Policy in Compliance with Section 101(j)?
Is your employer-owned life insurance policy compliant with Internal Revenue Code Section 101(j)? If not, any death proceeds paid to your company from an employer-owned life insurance (EOLI) policy may be considered taxable income to your company.
Typically, death benefits paid from a life insurance policy subject to Section 101(j) are taxable when received. However, this is certainly not the intended or preferred outcome when acquiring a life insurance policy.
The good news is that there are some exceptions and procedural steps to follow to not only be compliant with the rule, but also to remain compliant in the future and protect this valuable income tax-favored benefit. Doeren Mayhew Insurance Group shares insight into these qualifying exceptions and more on EOLI in their latest article.
This publication is distributed for informational purposes only, with the understanding that Doeren Mayhew is not rendering legal, accounting, or other professional opinions on specific facts for matters, and, accordingly, assumes no liability whatsoever in connection with its use. Should the reader have any questions regarding any of the news articles, it is recommended that a Doeren Mayhew representative be contacted.
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