What are Spring-Loaded Compensation Awards and How Should Companies Handle Them?
New SEC Staff Accounting Bulletin helps answer the question: “what are spring-loaded compensation awards,” and draws attention to the need for scrutiny.
What is Bracket Creep and What Adjustments Has the IRS Made?
What is bracket creep, what does the IRS do about it, and what does it mean to you?
Checklist of December Plan Deadlines for Retirement, Medical, and Other Plans
Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of December Plan Deadlines for Retirement, Medical, and Other Plans.
Warmest Wishes for a Happy Thanksgiving
The Fulcrum Partners team wishes you and your family a Happy Thanksgiving.
Signature Virtual Event Hits Significant Fundraising Goal, Proceeds Distributed to Local Nonprofits
OneDigital Dash, a virtual fundraiser event, supported local nonprofits.
IRS Contribution Limits 2022 Deep Dive: What’s Most Important to Know
What you really need to know about the 2022 IRS contribution limits announced November 4.
Saluting Veterans at Fulcrum Partners, a OneDigital Company
On Veterans Day 2021, Fulcrum Partners is saluting veterans, including our own Steve Broadbent and Bruce Brownell.
DOL Proposes New ERISA Fiduciary ESG And Proxy Voting Rules
PorterWright publishes insights on new ERISA fiduciary ESG and proxy voting rules proposed by the Department of Labor.
IRS Announces 401(K) Limit Increases to $20,500
The IRS announces 401(k) limit increase in 2022 to $20,500, up from $19,500 for 2021 and 2020.
Checklist of November Plan Deadlines for Retirement, Medical, and Other Plans
November Plan Deadlines for retirement plans and other employee benefits.