Isler Dare Report: Considerations for Locating Missing Retirement Plan Participants

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants. You may read or download the full report as a PDF here.   Executive Overview Changes to the tax environment and Internal Revenue Service (IRS) policies are creating a need for …

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

Important Insights on Pre-Tax Income Deferral PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While …

Nonqualified Defined Contribution Plans

Fulcrum Partners Fulcrum Partners LLC White Paper

Are you looking for a guide to providing unlimited tax deferred contributions for select employees? A nonqualified defined contribution plan can be a valuable tool in providing long-term cash accumulation benefits to select employees of a company. As report author, Monte Harrick explains: A defined contribution NQDC plan is an attractive alternative for companies looking for ways to attract and retain the …

Recent Guidance Affecting Health Plans and Insurance Coverage

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners would like to share this important update from our friends at IslerDare PC, regarding guidance from the Internal Revenue Service (IRS) on Health Savings Accounts limits, delays to the so-called “Cadillac” tax, proposed Department of Labor rules, and other timely issues that could impact health plans and insurance coverage for you and your company. The following content, published …