2015 Tax Season NQDC Alert

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

This article on tax planning tips for nonqualified deferred compensation plans is reprinted with permission of myNQDC.com, a respected source of information, content, and tools on nonqualified deferred compensation.  Download as a PDF or read the full release below. NQDC Alert: What’s New For the 2015 Tax Season – Fulcrum Partners by Fulcrum Partners LLC

AALU Washington Report on Death Only Benefit Plans

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

(March 10, 2015) Ponte Vedra Beach, Florida A new AALU Washington Report features an in-depth exploration of what Death Benefit Only plans are, which employees may be best served by this type of benefit, and how these plans are implemented. Special attention is paid to the taxation concerns for both employer and employee; these plans are typically subject to less …