Nonqualified Deferred Compensation

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

Fulcrum Partners Fulcrum Partners LLC White Paper

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 LLC White Paper, Fulcrum Partners NEWS

(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 LLC White Paper, Fulcrum Partners Media Release

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 Fulcrum Partners LLC White Paper

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 …