Feet and claws the white-tailed eagle

Two Compensation Clawback Battles Heating Up

Fulcrum Partners Deferred Compensation News

We are always pleased to share the insights of Attorney Michael Melbinger, Winston & Strawn LLP. The following commentary was published on June 20, 2019, on the Executive Compensation Blog and is highly informative but does not constitute legal advice. The executive benefits consulting professionals at Fulcrum Partners advise you to always consult your own tax, legal, and accounting advisers. …

The 401k Excess Contribution Solution | Offsetting the 401(k) Refund

Offsetting the 401(k) Refund with a Nonqualified Deferred Compensation Plan

Fulcrum Partners Deferred Compensation News

Download report as a PDF The 401(k) Excess Contribution Solution To help ensure that a 401(k) plan does not favor business owners or other highly compensated employees (HCEs), plan sponsors are required to perform specific nondiscrimination tests. The Actual Deferral Percentage test (ADP) is used to help determine a 401(k) plan’s deferral limits. IRC Section 401(k)(3)(A)(ii) established the ADP test …

Nonqualified Deferred Compensation Plans From the Employer’s Perspective

Fulcrum Partners Deferred Compensation News

Download as a PDF Question: Why do employers, as plan sponsors, offer deferred compensation plans?   of employers offer deferred compensation plans in order to create a competitive benefits package of employers want to help plan participants save for retirement beyond the limits of qualified plans of employers believe a deferred comp plan helps them retain key employees of employers …

Happy Fathers Day from Fulcrum Partners

Happy Father’s Day from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

For all the Dads who make growing up better…. Happy Father’s Day! Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment …


AALU Response to the Regulation Best Interest Rule

Fulcrum Partners Executive Benefits News

Last week the Securities and Exchange Commission (SEC) passed the Regulation Best Interest Rule which the commission says, “will simplify consumer’s lives and tighten the standards governing brokers who sell investment products.” You can read the Commission’s final rule here: Regulation Best Interest The Broker-Dealer Standard of Conduct On June 5, the AALU (Association for Advanced Life Underwriting) issued the …

Plan Sponsor Decisions

Plan Sponsor Decisions: Because Life Really IS Like a Box of Chocolates

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share these insights from our friends at Strategic Retirement Partners (SRP) Plan Sponsor Decisions: How Many Investment Options Should You Offer? Often a plan sponsor struggles with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many …

Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …

Retirement Plan Review Checklist

Fulcrum Partners Deferred Compensation News

Sharing this handy Plan Review Checklist from our strategic advertising partners, SRP, Strategic Retirement Partners. Spring Cleaning for Your Retirement Plan Spring is in the air and now could be a great time to do a little spring cleaning for your retirement plan. Here are a few quick things you can do help ensure your plan is in tip top …

Happy Memorial Day Weekend from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

Wishing you a safe, happy Memorial Day weekend from Fulcrum Partners, executive benefits advisory. Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Securities offered through Lion Street Financial, LLC, (LSF) member …

Equal Employment EEO-1 Reporting

Executive Compensation Professionals: Making Sense of EEO-1 Reporting Requirements

Fulcrum Partners Executive Benefits News

As Michael Melbinger, Partner Winston & Strawn, LLP, observes, “This (Equal Employment Opportunity EEO-1 reporting requirements) may be out of the wheelhouse for executive compensation professionals.” Here are Mike’s timely insights: Will Employers be Required to Submit EEO-1 Hours and Pay Data by September 30, 2019? You almost certainly have seen the headlines screaming: Employers Must Submit EEO-1 Hours and …