Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …
Attorney Michael Melbinger published this important update on the Executive Compensation Blog on November 19, reminding companies of the deadline for updating their compensation peer group and of the recent release of updates the benchmark proxy voting policies. Melbinger also promises further insights on the new policies, which we will be sharing next week on Deferred Compensation News. Consider Updating …
Many of you have likely been asked for guidance in determining strategies to attract, retain, and reward key individuals within a tax-exempt organization. Split dollar life insurance arrangements, where the employer advances policy premiums via a loan to the insured executive participant in exchange for an interest in the policy cash value and death benefit until the loan is repaid, …
Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark? In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can …
This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …
PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …
Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends. You can read the full report here or download it as a PDF: Top Hat Plans. This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified …
Winston & Strawn Attorney Mike Melbinger, author of the Executive Compensation Blog reflects on the nuances of Grandfathering Protection under the revised Tax Code Section 162(m). Don’t Abandon All Hope of Grandfathering Protection Under Section 162(m) In the Inferno, the first part of Dante Alighieri’s Divine Comedy, the inscription “abandon hope all ye who enter here” appears at the entrance to Hell. This …
Fulcrum Partners has released a report that includes valued insights on the statistics and trends in deferred comp plans through the lens of both plan sponsors and participants. The information, much of it contained in graphs is based on research from the 10th annual nonqualified deferred compensation plan study conducted by Principal® Plan sponsors will find these insights helpful in …
This post was first published on Sept. 20. Because it has received much traffic and online response, we are republishing it below. Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities In the weeks leading up to the passage of the Tax Cuts and Jobs Act of 2017, nearly everyone that receives, contributes to, sponsors or advises on executive compensation, …
