SEC Compliance & Disclosure Interpretations that Could Affect Proxy Statements

SEC Compliance & Disclosure Interpretations that Could Affect Proxy Statements

Fulcrum Partners Executive Benefits News

One New Compliance and Disclosure Interpretation Potentially Affecting Proxy Statements Shared from the Executive Compensation Blog by Attorney Michael S. Melbinger. Earlier this month (May 11, 2018), the SEC’s Division of Corporation Finance issued 45 new Compliance and Disclosure Interpretations (CDIs) on [proxy statement] disclosure. Thirty-five of the new CDIs simply reiterate the guidance provided in the Telephone Interpretation Manual and the …

Retaining Employees that Are Key but Are Not Highly Compensated

Retaining Employees that Are Key but Are Not Highly Compensated

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

Companies in a variety of industries such as construction, auto dealerships, or manufacturing, for example, are finding that retaining and motivating key employees is essential for the company to remain both stable and competitive. In some cases, although the employees are key to the organization, they do not meet the top hat definition of, “a select group of management or …

The Fulcrum Partners ‘Family’ Continues to Grow!

Fulcrum Partners Fulcrum Partners NEWS

On June 16, 2018—just in time for Father’s Day—Kenny and Amanda DePaola welcomed the arrival of their first child. Sofia Michel DePaola made her much-anticipated appearance, weighing in at 6 pounds, and 13 ounces. Kenny, a Financial Consultant based in Fulcrum Partners’ Chicago office, said, “Today my life changed forever in the most wonderful way.” The nationwide team of executive …

Executive Pay Isn’t Always Structured for Lifetime Optimization

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

“Critical information that other benchmarking reports typically cannot provide…” FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 13, 2018) Understanding executive pay over a lifetime can be a critical differentiator as companies compete for top talent and executives evaluate their opportunities. Two benefits plans may seem very similar at the onset of employment, yet over the years, they may …

The New Tax Law: Why it might make deferred comp programs even more attractive

Fulcrum Partners Executive Benefits News

The following article, written by Jeff Roberts, Manager, ADP Executive Deferred Compensation, was published by PlanAdviser and reprinted here with permission from the author. FOR A WHILE LAST YEAR, the tax bill moving through Congress included changes that would have made it hard to continue offering nonqualified deferred compensation (NQDC) plans to highly paid executives. By the time the Tax …