More on How Section 409A Rules

More on How Section 409A Rules Impact Nonqualified Deferred Compensation Plans

Fulcrum Partners Executive Benefits News

The following update was prepared by IslerDare PC and is shared here with their permission as Fulcrum Partners continues to provide education and insight on the changes and clarifications to Section 409A Rules and Section 457 Rules. You may download this report on the Resources Page (New Section 409A Rules Impact Nonqualified Deferred Compensation Plans) of the Fulcrum Partners website. You may also view or …

FULCRUM WHITE PAPER 409A and 457

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation IRS Proposed Changes Deferred Compensation Rules 2016 409A and 457 Updates The US Treasury Department and the Internal Revenue Service have issued proposed guidance and new regulations on deferred compensation arrangements under Sections 409A and 457 of the Internal Revenue Code. These actions were published June 22, 2016, in the …

Fulcrum Partners Newsletter

The Fulcrum Partners Newsletter Gets a New Look

Fulcrum Partners Fulcrum Partners NEWS

A New Look for the Fulcrum Partners Newsletter We’ve updated the Fulcrum Partners newsletter to bring you more information on executive benefits, deferred compensation, institutional benefits financing, and other relevant topics that impact strength, stability, and financial wellness for you and your organization. We hope you will read our newsletter, forward it to interested peers, and share it on all your social media …

Fulcrum Partners Supports Luis Palau Global Ministry in Malawi

Fulcrum Partners Supports Luis Palau Global Ministry in Malawi

Fulcrum Partners Fulcrum Partners Media Release

Sharing with you the most recent media release from Fulcrum Partners LLC. Fulcrum Partners Supports Luis Palau Global Ministry in Malawi FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL– (August 11, 2016) Fulcrum Partners LLC, one of the nation’s leading and largest executive benefits consultancies, is a corporate sponsor of an expansive ministry outreach that involves more than 700 churches in …

Retirement Plan Fees: 3 Major Universities Sued

Fulcrum Partners Executive Benefits News

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees An article, (“M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees,”) published in the New York Times (August 9, 2016) stated that attorney Jerome J. Schlichter, representing employees of Yale, New York University, and Massachusetts Institute of Technology, has filed a lawsuit against the respective universities. The complaint alleges that the universities, as Plan Sponsors …