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Executive Benefits Consulting Process Defined

Fulcrum Partners Fulcrum Partners NEWS

We’ve added a page to the Fulcrum Partners website, outlining our step-by-step executive benefits consulting process. You’ll find the page as a link off our “Team” page, clickable from the on-page hyperlink: 7-Step Executive Benefit Plan Consulting Process. Although we’ve previously shared the executive benefits consulting process on Deferred Compensation News and Updates and we include a downloadable PDF, we …

From left: Jeff Roberts, ADP; Phillip L. Currie Jr., Fulcrum Partners; and Corby Dall, 401k Advisors Intermountain. Photograph by Matt Kalinowski.

PANC 2019: The Value of Supplementary Plan Options

Fulcrum Partners Deferred Compensation News

This article was first published on September 18, 2019 and is republished here with permission of PLANADVISER. How NQDC plans can help plan sponsor clients attract, retain and reward key employees and executives. By Lee Barney From left: Jeff Roberts, ADP; Phillip L. Currie Jr., Fulcrum Partners; and Corby Dall, 401k Advisors Intermountain. Photograph by Matt Kalinowski. In “The Value of …

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Fulcrum Partners Deferred Compensation News Update

Fulcrum Partners Fulcrum Partners NEWS

Read more about some of the most-popular recent posts here on Deferred Compensation News and Updates: Sixth Circuit Nonqualified Deferred Compensation Plan Decision Highlights Importance of Code Section 409A Compliance and ERISA (the Employee Retirement Income Security Act of 1974) Claims Procedures Attorneys Greg Daugherty and Dave Tumen of Porter Wright, shared insights on why being subject to ERISA may be a good thing for nonqualified …

Shareholder Submission of Proposals on Executive Compensation

Fulcrum Partners Executive Benefits News

The annual deadline for shareholders of most companies to submit proposals on executive compensation is December. With the 4th quarter approaching, this blog post by Attorney Michael S. Melbinger provides timely insights. Company Must Include in Proxy Shareholder Proposal Limiting Future Equity Grants Written by Michael Melbinger, first published on the Executive Compensation Blog, 7-16-2019. Proxy season is essentially over, …

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Required Electronic Filing of Top-Hat Submissions

Fulcrum Partners Deferred Compensation News

Fulcrum Partners is sharing this reminder from the team at IslerDare PC regarding the electronic filing of top-hat submissions. The August 2019 issue of Employees Benefits Update includes the following information: “Top-hat plans, which are unfunded plans that allow a select group of highly-compensated employees to defer compensation, must file a letter with the Department of Labor within 120 days …

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER  National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite …

NQDC Plan Compliance with ERISA

For an NQDC Plan, Being Subject to ERISA May Be A Good Thing

Fulcrum Partners Deferred Compensation News

This Sixth Circuit Court of Appeals decision involving a nonqualified deferred compensation plan (NQDC) shows why it can be important for a nonqual plan to comply with Internal Revenue Code Section 409A compliance and the Employee Retirement Income Security Act of 1974 (ERISA) claims procedures. Fulcrum Partners shares these important insights from attorneys Greg Daugherty and Dave Tumen of Porter Wright, first …

Fulcrum Partners Friday Deferred Compensation News Wrap Up

Fulcrum Partners Friday Deferred Compensation News Wrap Up

Fulcrum Partners Deferred Compensation News

In case you missed it (#ICYMI), here are a few of the most-read recent posts on Deferred Compensation News and Updates: Filing VCPs Electronically As of April 1, 2019, all Voluntary Correction Program (VCP) submissions are to be made electronically via www.pay.gov. In January 2019, Form 8950 was updated to reflect the new electronic filing procedures. #ReadMore: IRS Updates Determination Letter Program …

EPCRS isler-dare-irs-updates-09-2019

IRS Updates Determination Letter Program and Revises Correction Procedures Under EPCRS

Fulcrum Partners Deferred Compensation News, Executive Benefits News

Isler Dare Employee Benefits Update Re: IRS Updates Determination Letter Program and Revises Correction Procedures Under Employee Plans Compliance Resolution System (EPCRS) This employee benefits update (first published May 2019)  is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, Jeanne Floyd, and Ashley F. Hedge. Recent Legal Developments for Employee Benefit …

American Worker Happy Labor Day Fulcrum Partners

The American Worker: So Much of the Nation’s Strength, Freedom, and Leadership

Fulcrum Partners Fulcrum Partners NEWS

“The vital force of labor added materially to the highest standard of living and the greatest production the world has ever known, and has brought us closer to the realization of our traditional ideals of economic and political democracy. It is appropriate, therefore, that the nation pays tribute on Labor Day to the creator of so much of the nation’s …