Executive Benefit Benchmarking and Strategic Planning

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do …

board room

Do You Need a Retirement Plan Committee?

Fulcrum Partners Deferred Compensation News

From Strategic Retirement Partners (SRP), originally published December 27, 2018, on the SRP Blog. Who Should Serve on My Retirement Plan Committee? Do we need a retirement plan committee? If your plan requires an independent audit, you should have a retirement plan committee in place and meet regularly. Your auditor is likely to request committee meeting minutes as part of …

Follow-up Insights: Final Rules for Disclosure of Hedging Policies (Dodd-Frank)

Follow-up Insights: Final Rules for Disclosure of Hedging Policies (Dodd-Frank)

Fulcrum Partners Executive Benefits News

Following up on the post from Tuesday, Final Rules for Disclosure of Hedging Policies (Dodd-Frank), Mike Melbinger, Partner, Winston & Strawn,  shares these additional insights on the Securities and Exchange Commission’s (SEC) final ruling regarding the Dodd-Frank Act Section 955.   Details on the SEC’s Final Rules on Hedging Policies (originally published Jan 7, 2019)   As I blogged at …

Final Rules for Disclosure of Hedging Policies

Final Rules for Disclosure of Hedging Policies (Dodd-Frank)

Fulcrum Partners Deferred Compensation News

On December 18, 2018, The Securities and Exchange Commission (SEC) approved final rules to require companies to disclose in proxy or information statements for the election of directors any practices or policies regarding the ability of employees or directors to engage in certain hedging transactions with respect to company equity securities. SEC Chairman, Jay Clayton said, “These disclosures in themselves, …

#ICYMI Understanding Top Hat Plans

Fulcrum Partners Executive Benefits News

Don’t Put Away Your New Year’s Eve Top Hat Just Yet! Over the past five-plus years of publishing Deferred Compensation News, (previously known as Fulcrum Partners News), no topic has ever attracted as many views or as much traffic as that of “Top Hat Plans.” In November 2018, the AALU Washington Report addressed some of the challenges and lack of clear …