Tax-Savings Solutions NQDC Fulcrum Partners

Important Strategic Tax-Saving Solutions and the Impact of SECURE Act on NQDC Plan

Fulcrum Partners Reports & White Papers

In case you were enjoying the long President’s Day weekend and missed it, here’s the report Fulcrum Partners released last week: “Impact of the SECURE Act 2019 on NQDC Plans and Retirement Distribution Elections.” The white paper, by Bruce Brownell and the team at Fulcrum Partners, is available to view or download as a PDF. As the report explains, the …

Retaining Employees that Are Key but Are Not Highly Compensated

Retaining Employees that Are Key but Are Not Highly Compensated

Fulcrum Partners Reports & White Papers, Executive Benefits News

Companies in a variety of industries such as construction, auto dealerships, or manufacturing, for example, are finding that retaining and motivating key employees is essential for the company to remain both stable and competitive. In some cases, although the employees are key to the organization, they do not meet the top hat definition of, “a select group of management or …

Pre Tax Deferral of Income in An Uncertain Tax Environment

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

Fulcrum Partners Executive Benefits News, Reports & White Papers

Important Insights on Pre-Tax Income Deferral PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While …

Nonqualified Defined Contribution Plans

Nonqualified Defined Contribution Plans

Fulcrum Partners Reports & White Papers

Are you looking for a guide to providing unlimited tax deferred contributions for select employees? A nonqualified defined contribution plan can be a valuable tool in providing long-term cash accumulation benefits to select employees of a company. As report author, Monte Harrick explains: A defined contribution NQDC plan is an attractive alternative for companies looking for ways to attract and retain the …

Long Term Incentive Plan Template (Private Company)

Long Term Incentive Plan Design Template Guidance

Fulcrum Partners Reports & White Papers, Executive Benefits News

Five Primary Components to an Effective Long Term Incentive Plan  // LTIP (Private Company) This whitepaper report has been prepared by: Scott Cahill, CLU, Cofounder & Managing Director Fulcrum Partners LLC. Download the White Paper as a PDF:  LTIP . Long Term Incentive Plan Design I. Determine business drivers that trigger awards. For private companies, the measures that we have worked …

What do these IRC Section 162(m) Changes Mean for Executive Compensation?

IRC Section 162(m) Will Change with Proposed Tax Law Revisions, Impacting Aspects of Executive Compensation

Fulcrum Partners Executive Benefits News, Reports & White Papers

Fulcrum Partners shares insights on the proposed tax reform, specifically related to IRC Section 162(m), with our clients and colleagues. PDF DOWNLOAD: FULCRUM PARTNERS IRC Section 162(m) Internal Revenue Code Section 162(m) [IRC  §162(m)] addresses federal tax code regulations “relating to the deduction limitation for certain employee remuneration in excess of $1,000,000 under the Internal Revenue Code. These regulations affect publicly …

NQDC Monte Harrick white paper

Non-Qualified Deferral Plans: Not Just for Large Companies

Fulcrum Partners Reports & White Papers

How Small Companies Can Use Non-Qualified Deferral Plans to Attract and Retain Talent “Can smaller companies take advantage of an NQDC plan to help them reward and recruit key employees? The answer is Yes!” Smaller organizations have many of the same challenges large companies have in attracting and retaining management talent. Even S-Corporations and LLCs, which have traditionally overlooked these types of programs are …

Life insurance planning mistakes

Avoiding 5 Common Mistakes in Life Insurance Planning

Fulcrum Partners Reports & White Papers, Fulcrum Partners News

Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU WashingtonMarketplace Report, “Trouble Ahead, Trouble Behind,” and You Know that Notion Never Crossed My Mind: Avoiding 5 Common Mistakes in Life Insurance Planning,” to its clients and friends. This continuing series of articles is intended to provide in-depth insight into trends, events, and issues that impact the …