Fulcrum Partners Supports Luis Palau Association

Fulcrum Partners is Corporate Sponsor for NYC Luis Palau Association Event

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Fulcrum Partners is Corporate Sponsor for NYC Luis Palau Association Event This past month, Fulcrum Partners again served as a corporate sponsor for the Luis Palau Association CityServe ministry, this time, helping to underwrite the cost of the organization’s recent New York City event. Jennifer Jones Austin, head of the Protestant Welfare Agencies of New York City and member of the NY …

The IRS defines requisites of recordkeeping for Plan Sponsors

IRS Releases the Nonqualified Deferred Compensation Audit Techniques Guide

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

IRS Releases the Nonqualified Deferred Compensation Audit Techniques Guide PONTE VEDRA BEACH, FL — (July 28, 2015) The Internal Revenue Service issued its Nonqualified Deferred Compensation Audit Techniques Guide in June of this year. According to this guide, the IRS examinations of nonqualified deferred compensation plans will primarily focus on: (1.) the timing when deferred amounts are includible in the …

Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice

Obama’s Big Idea for Small Savers: Trust the Robo Advisor

Fulcrum Partners Fulcrum Partners NEWS

Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice (publication date: July 21, 2015) , a Wall Street Journal Opinion/Commentary, authored by Robert Litan and Hal Singer, observes, “If you’re not on a path to a secure retirement, the White House suggests it’s because an evil broker is ripping you off.” As the piece …

SEC Proposes Rules on Compensation Clawback Policies

Compensation Clawback Policies: SEC Proposes New Rules

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

With Securities and Exchange Commission (SEC) proposed rule changes regarding compensation clawback policies potentially leading to Nasdaq, the NYSE, and other national securities exchanges and associations adopting listing standards applicable to listed companies, Fulcrum Partners recommends that listed companies plan for the review of existing incentive-based compensation arrangements and any other plans or agreements that are affected by incentive compensation, such as deferred compensation plans …

DOL Reiterates Its Stance on Top Hat Plans

Fulcrum Partners Executive Benefits News

DOL Reiterates Its Stance on Top Hat Plans In an article written by Rebecca Moore (published in PlanSponsor), Moore provides insights on Department of Labor positions and two lawsuits in which former employees of Marriott International argued that the deferred stock bonus awards (Retirement Awards) program in which they participated was not a top hat plan and was subject to ERISA …

CEOs of Mortgage Giants Get Raises

Total Rewards: CEOs of Mortgage Giants Fannie Mae, Freddie Mac Get Raises

Fulcrum Partners Fulcrum Partners NEWS

Total Rewards: CEOs of Government-backed Mortgage Giants Fannie Mae, Freddie Mac Get Raises The CEOs of government-backed mortgage giants Fannie Mae and Freddie Mac are getting large raises, to about $4 million a year, as the government relaxes rules that were imposed on the companies after they suffered big losses and were bailed out. The following article appeared on the …