Insights

Using Total Return Swaps in Combination with Existing Rabbi Trusts - White Paper

Many Fortune 1000 companies fund/hedge their Nonqualified Deferred Compensation Plan (DCP) liabilities with assets in rabbi trusts. This can materially increase the cost of the DCP and cause unpredictable swings in operating earnings – an issue many CFOs have had to highlight on recent earnings calls. This White Paper outlines a strategy involving Total Return Swaps to solve these issues.


Reach out to Atlas directly for a copy of the White Paper.