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Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners Executive Benefits News

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 …

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

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. …

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release, Fulcrum Partners NEWS

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 …

UNDERSTANDING TOP HAT PLANS

Understanding Top Hat Plans

Fulcrum Partners Executive Benefits News

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 …

Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Fulcrum Partners Executive Benefits News

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 …

A Comprehensive Look at Trends In NQDC | Nonqualified Deferred Compensation

Fulcrum Partners Executive Benefits News

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 …

Define Optimal Executive Benefits Opportunities

Define Optimal Executive Benefits Opportunities

Fulcrum Partners Executive Benefits News

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, …

How Can Deferred Compensation Plans Help Keep Companies Strong?

Fulcrum Partners Executive Benefits News

A nonqualified deferred compensation plan is designed to help top talent save beyond 401(k) plan limitations for retirement and other savings goals, while helping the organization recruit, retain, and reward them. Here’s How Deferred Compensation Plans Work A deferred comp plan is a type of savings vehicle an organization provides to select key employees. Participants can defer a portion of …

Benefits Designed for Employees Provide Advantages for Companies

Fulcrum Partners Executive Benefits News

Employee benefits can do more than provide a great way for workers to live with more peace of mind about the present and the future. Properly structured, employee benefits provide valuable advantages for companies. In our new report, “Protect Your Clients by Helping Them Look Out for Their Key Employees,” we share some of the ways deferred compensation plans, offered …

Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

#ICYMI Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

Fulcrum Partners Executive Benefits News

In case you missed this insightful report… Download a copy of the report here Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan or view it on the Fulcrum Partners “Alliance” webpage. Fulcrum Partners has published a new report designed for organizations and their CPAs and financial advisors. The report, titled “Recognize and Motivate Key Employees” explains what a nonqualified …