Celebrating the Birthday of IRC Section 409A
If IRC Section 409A had an official day on the calendar it would be every October 22nd.
Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference
Phil Currie, Fulcrum Partners, a OneDigital Company, will be a featured speaker at the NAPA Nonqualified Plan Advisor Conference.
Webinar for Nonprofit Organizations Seeking to Retain and Reward Key Employees
This split-dollar life insurance webinar for Nonprofit Organizations offers alternatives to deferred compensation.
Fulcrum Partners Shares Important Retirement + Wealth Team Updates
Saumen Chattopadhyay Joins OneDigital’s Retirement + Wealth Team to Strengthen Wealth Management Practice.
No Increase in Board Compensation for the First Time in a Long Time
Understanding how deferred compensation can play a role in stabilizing boards and supporting board compensation objectives.
Split-Dollar Life Insurance Webinar for Nonprofit Organizations, Hosted by Monte Harrick, Fulcrum Partners
Monte Harrick, Senior Vice President Retirement, Fulcrum Partners, a OneDigital Company, will host an open webinar on the use of split-dollar life insurance as an effective business strategy for rewarding key employees while increasing the likelihood of employee retention. The webinar will be held on Tuesday, October 19, 2021, at 11:00: a.m. Pacific Time/ 2:00 p.m. Eastern Time.
Achieving Great Retention in a Climate of Great Resignation
Why is 2021 being called the year of the Great Resignation? 4 million Americans quit their jobs in July 2021, alone.
Proposed Form 5500 Revisions & Checklist of October Plan Deadlines
Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of October Plan Deadlines for Retirement, Medical, and Other Plans.
Unexpected Retirement: What if Retirement Happens Sooner than You Plan?
Are your employees and executives prepared for the possibility of unexpected retirement? Many different life events can leave a worker with no choice but early retirement.
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