Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Fulcrum Partners Executive Benefits News

Winston & Strawn Attorney Mike Melbinger, author of the Executive Compensation Blog reflects on the nuances of Grandfathering Protection under the revised Tax Code Section 162(m). Don’t Abandon All Hope of Grandfathering Protection Under Section 162(m) In the Inferno, the first part of Dante Alighieri’s Divine Comedy, the inscription “abandon hope all ye who enter here” appears at the entrance to Hell. This …

A Comprehensive Look at Trends In NQDC | Nonqualified Deferred Compensation

Fulcrum Partners Executive Benefits News

Fulcrum Partners has released a report that includes valued insights on the statistics and trends in deferred comp plans through the lens of both plan sponsors and participants. The information, much of it contained in graphs is based on research from the 10th annual nonqualified deferred compensation plan study conducted by Principal® Plan sponsors will find these insights helpful in …

Define Optimal Executive Benefits Opportunities

Define Optimal Executive Benefits Opportunities

Fulcrum Partners Executive Benefits News

This post was first published on Sept. 20. Because it has received much traffic and online response, we are republishing it below. Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities In the weeks leading up to the passage of the Tax Cuts and Jobs Act of 2017, nearly everyone that receives, contributes to, sponsors or advises on executive compensation, …

How Can Deferred Compensation Plans Help Keep Companies Strong?

Fulcrum Partners Executive Benefits News

A nonqualified deferred compensation plan is designed to help top talent save beyond 401(k) plan limitations for retirement and other savings goals, while helping the organization recruit, retain, and reward them. Here’s How Deferred Compensation Plans Work A deferred comp plan is a type of savings vehicle an organization provides to select key employees. Participants can defer a portion of …

Benefits Designed for Employees Provide Advantages for Companies

Fulcrum Partners Executive Benefits News

Employee benefits can do more than provide a great way for workers to live with more peace of mind about the present and the future. Properly structured, employee benefits provide valuable advantages for companies. In our new report, “Protect Your Clients by Helping Them Look Out for Their Key Employees,” we share some of the ways deferred compensation plans, offered …

Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

#ICYMI Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

Fulcrum Partners Executive Benefits News

In case you missed this insightful report… Download a copy of the report here Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan or view it on the Fulcrum Partners “Alliance” webpage. Fulcrum Partners has published a new report designed for organizations and their CPAs and financial advisors. The report, titled “Recognize and Motivate Key Employees” explains what a nonqualified …

9 Compensation Strategies that May Limit the Impact of Sec 162(M)

Fulcrum Partners Executive Benefits News

Winston & Strawn Attorney Mike Melbinger, author of the Executive Compensation Blog, has identified 9 compensation strategies that may help organizations and executives in responding to/and adjusting for the changes to Tax Code Sec 162(M). He’s published this list in his post, “Time to Make (or at Least Consider) Compensation Adjustments for 162(m) Changes”. We are sharing the 9 compensation …

Is Your Pay Structured for Lifetime Optimization?

Fulcrum Partners Executive Benefits News

“How does your executive compensation and benefits plan rank when compared to that of your peers?” “Even if your benefits plan looks strong now, how does it really pan out and pay off over the years?” “Do you have a plan or do you have what you really need…a thoughtful and well-constructed strategy?” These are all questions you should be …