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Posted by Lisa Burke on Thu, Aug 1, 2019 @ 05:35 PM

ubitAlternative investments offer attractive features for employee benefit plan sponsors. Investments in real estate, businesses, and partnerships tend to yield higher rates of return when compared to traditional investment vehicles like stocks, bonds, and mutual funds. But those alternative investments could also come with tax consequences. Plan sponsors may not be aware that their plan investments are generating unrelated business taxable income (UBTI), which could lead to compliance issues.

Our white paper, Unexpected UBTI & the Flip Side to Alternative Investments in Your Benefit Plan, takes a closer look at tax consequences, illustrating:

  • Which plan investments may generate UBTI
  • How to report UBTI
  • Options available to mitigate UBTI in plan investments

It’s also worth noting that trends in plan investment mix and changes in the tax reform law may make UBTI a bigger issue for plan sponsors than it was in the past. Unexpected UBTI & the Flip Side to Alternative Investments in Your Benefit Plan is designed to help plan sponsors understand how the tax on unrelated business income may affect their plan and what they can do to minimize compliance risks. For questions about your UBTI, please contact us.

Download White Paper


Lisa BurkeLisa Burke is a Senior Manager in the Not-For-Profit & Education Tax Practice. She can be reached at 816.945.5500 or




Copyright © 2019 CBIZ & MHM (Mayer Hoffman McCann P.C.). All rights reserved. CBIZ and MHM are separate and independent legal entities that work together to serve clients. CBIZ is a leading provider of tax and consulting services. MHM is an independent CPA firm providing audit and other attest services. This article is protected by U.S. and international copyright laws and treaties. Use of the material contained herein without the express written consent of the firms is prohibited by law. Material contained in this alert is informational and promotional in nature and not intended to be specific financial, tax or consulting advice. Readers are advised to seek professional consultation regarding circumstances affecting their business.

Tags: tax-exempt, not-for-profit, IRS, UBTI, unrelated business taxable income, NFP, nonprofit, UBIT, Lisa Burke

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