More on How Section 409A Rules

Employee Compensation Review

Fulcrum Partners Executive Benefits News

Employee Compensation Arrangements: Time to Review Earlier this month, Isler Dare PC  published an in-depth report on the timeliness of reviewing employee compensation and benefits arrangements. Among the points raised in the report is that of the limited correction opportunity for some types of documentary failures. As the report states: The IRS released nonbinding guidance reinforcing a limited correction opportunity for documentary failures …

Fulcrum Partners Supports Vocational School in Rwanda

Fulcrum Partners Executive Benefits News, Fulcrum Partners Giving, Fulcrum Partners Media Release, Fulcrum Partners NEWS

Fulcrum Partners LLC is proud to distribute this update, released to the national media on December 14, 2015. Fulcrum Partners Supports Vocational School in Rwanda Through Valmark Global Gift Fund PONTE VEDRA BEACH, FL – (December 14, 2015) – Fulcrum Partners LLC, ( the nation’s leading and largest executive benefits consultancy, has donated $10,000 to support construction of the first vocational …

Nonqualified Deferred Compensation

Deferred Compensation: A Fresh Perspective

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

A Fresh Perspective on Deferred Compensation Forbes Magazine contributor, Steve Parrish, took an interesting look at the benefits of deferred compensation in an article titled, “Delaying Today’s Compensation Could Pay Off In The Future.” Parrish  explained, in simple terms, what distinguishes qualified plans from nonqualified plans. He pointed out that many workers may not be familiar with either concept and that those who …