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
On December 4, 2019, the AALU issued an important WRNewsire AALU Washington Report regarding regulations on Reportable Policy Sales (RPS). The AALU update addresses tax implications for company owned life insurance (COLI) and bank owned life insurance (BOLI) in view of the Treasury Department’s final regulations on RPS. What follows here is an overview of the regulations as provided by AALU. At the end of this overview, you will also find, in entirety, “points 6 through 9” of the previously published Washington Report Newswire analysis.
Thank you, Isler Dare PC, for sharing this checklist for December, reminding employers of some of the key yearend compliance deadlines for health, welfare, and retirement plans.
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.
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.
Based on 2018 research results1, published and released by Principal® earlier this year, employers recognize that competitive benefit offerings remain key in attracting top talent. In a job market that can be tight and highly competitive, employers are looking for ways to recruit and retain key employees. Principal’s research shows that retaining and motivating key employees, along with restoring a …
Last week, The Clorox Company announced a new initiative that ties executive pay to the realization of environmental, social and governance (ESG) goals. In tying executive pay to sustainability goals The Clorox Company joins oil companies Royal Dutch Shell PLC and BP PLC, corporations that have already implemented similarly inspired executive pay or bonus structures. Laura Stein, Clorox executive vice …