Thanks IslerDare PC for providing a checklist of 2020 compliance deadlines, covering retirement plans along with other health and welfare benefit plans. #retirementplan #fulcrumpartners #SECUREAct
Fulcrum Partners is pleased to share these in-depth insights about the SECURE Act (Setting Every Community Up for Retirement), published January 23, 2020 by the AALU WR Newswire. The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. #secureact #plansponsor #retirement #retirementplan
Thanks again to IslerDare PC for sharing with us this timely checklist of 2020 compliance deadlines for retirement plans as well as health and welfare benefit plans. Here are key January Deadlines for 2020: Deadlines Date Action (passed) January 15 Post Schedule MB attachment from the 2018 Form 5500 (defined benefit pension plan actuarial information) on company intranet, …
As 2019 wound down, Plan Sponsor published a “2019 Survey” report that focused on nonqualified deferred compensation plans (NQDC plans).
We are pleased to share the following insights from Attorney Michael S. Melbinger, first published January 7, 2020 on the EXECUTIVE COMPENSATION BLOG. — Fair Treatment for CFOs under the New 162(m) Proposed Regulations
(January 9, 2020) Fulcrum Partners Managing Director & Partner Tom Chisholm has been accepted into Forbes Chicago Business Council, an invitation-only community for successful business owners and leaders in Greater Chicago.
Released this past October, BDO USA, LLP published The BDO 600: 2019 Study of Board Compensation Practices of Mid-Market Public Companies. The study looked at the compensation practices of publicly traded companies.
News from the IslerDare PC December “Employee Benefits Update” looks at how the recently passed SECURE Act (Setting Every Community Up for Retirement Enhancement Act) may impact some retirement plans and strategies. #benefitplan #retirement #FulcrumPartners
Happy New Year from the team at Fulcrum Partners!