The executive benefits professionals at Fulcrum Partners wish you a blessed and joyful Thanksgiving holiday. We hope your day is filled with people you love and countless reasons to give thanks.
Scheduled for December 3, 2019, the GivingTuesday movement is built on the principle of charitably sharing time, talents or abundance with others. As first-time participants in the event, Fulcrum Partners is inviting others to join them in making charitable donations to one or more of the nine 501(c)(3) nonprofit organizations listed in this announcement or to give to any of the thousands of other nonprofits that are registered participants in GivingTuesday.
On Tuesday, 11/26/2019, we’ll share links to the direct donation webpages for the 8 organizations we have chosen to support on GivingTuesday.
Thank you, Isler Dare PC, for sharing this checklist, reminding employers of some of the key yearend compliance deadlines for health, welfare, and retirement plans.
In support of the Muscular Dystrophy Association (MDA), Fulcrum Partners, a leading executive benefits advisory, was a corporate sponsor of the 5th Annual MDA Gala in Orlando, Florida. #mdatoasttolife #givingtuesday
The issue of how executive contracts holdup after a merger or acquisition is always interesting, often contentious, and consistently one of our most-read topics here on Deferred Compensation News & Updates.
We are pleased to share with you these timely insights from Attorney Michael Melbinger, Winston & Strawn LLP.
On Wednesday, November 6, the Internal Revenue Service (IRS) announced its updated dollar limitations for tax-qualified, defined benefit and defined contribution plans. This guidance provides tax year 2020, cost‑of‑living adjustments (COLA), affecting dollar limitations for pension plans and other retirement-related items.
The team at Fulcrum Partners shares this important update from IslerDare PC, on the proposed new retirement plan electronic disclosure rule, from the Department of Labor (the DOL), regarding the allowance of online retirement plan disclosures.