FULCRUM WHITE PAPER 409A and 457

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation

Fulcrum Partners Executive Benefits News, Reports & White Papers

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation IRS Proposed Changes Deferred Compensation Rules 2016 409A and 457 Updates The US Treasury Department and the Internal Revenue Service have issued proposed guidance and new regulations on deferred compensation arrangements under Sections 409A and 457 of the Internal Revenue Code. These actions were published June 22, 2016, in the …

Acceleration of Benefits following Nonqualified Benefit Plan Terminations

8 Key Questions for IRC § 409A Compliance – The Gatekeeper to Structuring Effective Deferred Compensation Arrangements

Fulcrum Partners Reports & White Papers

8 Key Questions for IRC § 409A Compliance The Gatekeeper to Structuring Effective Deferred Compensation Arrangements Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report, “8 Key Questions for IRC § 409A Compliance – The Gatekeeper to Structuring Effective Deferred Compensation Arrangements,” to its clients and friends. This continuing series of articles is intended …

AALU Washington Report on Death Only Benefit Plans

Fulcrum Partners Executive Benefits News, Reports & White Papers

(March 10, 2015) Ponte Vedra Beach, Florida A new AALU Washington Report features an in-depth exploration of what Death Benefit Only plans are, which employees may be best served by this type of benefit, and how these plans are implemented. Special attention is paid to the taxation concerns for both employer and employee; these plans are typically subject to less …

Nonqualified Deferred Compensation

Source Tax Law – NonQualified Plan Can Help Protect Retirement Income from Taxation by Former States of Residence

Fulcrum Partners Reports & White Papers

Source Tax Law, White Paper Washington Report (December 3, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends.  This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit …

Nonqualified Deferred Compensation

“Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements

Fulcrum Partners Fulcrum Partners News, Reports & White Papers

(September 19, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, together with Washington, DC-based AALU, has released a new Washington Report on: “Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements. One of the most frequently asked client questions regarding their nonqualified executive benefit plans concerns “Top-Hat” compliance. The AALU Washington Report, prepared by the AALU staff and …

Fulcrum Partners LLC White Paper: Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Releases Report on Deferred Income and Higher Taxes

Fulcrum Partners Fulcrum Partners Media Releases, Reports & White Papers

PONTE VEDRA BEACH, FL– (May 2, 2013) – Executive benefits consultancy Fulcrum Partners LLC announces the release of the white paper: “Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment.” Authored by Steve Broadbent (Fulcrum Partners LLC, Atlanta, GA) and Chris Nyland (Fulcrum Partners LLC, Charleston, SC), the report takes an analytic look at the common practice of deferring compensation …

Using SERPs to Create a Balanced Executive Compensation Plan

Fulcrum Partners Releases White Paper: Using SERPs to Create a Balanced Executive Compensation Program

Fulcrum Partners Reports & White Papers

Fulcrum Partners LLC has released a new white paper report, titled, “Using SERPs to Create a Balanced Executive Compensation Program.” In many situations, the introduction of a supplemental executive retirement program, (SERP) helps promote a more diversified ‘portfolio’ approach to executive rewards. We invite you to read the full report to learn more. The report, authored by Peter Lupo and Bruce Brownell can be read …