How New Tax Code Sec. 199A May Have Applications for Public Companies or Large Pass-Through Companies

Fulcrum Partners Deferred Compensation and Executive Benefits News, Fulcrum Partners NEWS

The following is a blog post by Winston & Strawn LLP Partner, Ruth Wimer and is republished here with permission of The Executive Compensation Blog Possible Compensation Planning Opportunities in New Code Sec. 199A As most readers know, last year’s Tax Cuts and Jobs Act created a new Code Sec. 199A, providing a generous 20% deduction for individual taxpayers to …

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

Fulcrum Partners Deferred Compensation and Executive Benefits News

In Case You Missed It: “Is Your Pay Structured for Lifetime Optimization?” is a newly released video clip from Fulcrum Partners. The 30-second video was developed to preview the type of executive compensation benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners personalizes for executives and organizations. Fulcrum Partners makes customized benchmarking comparison tables easily available to …

Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. …

SEC Amendments to the Definition of a Smaller Reporting Company

Fulcrum Partners Deferred Compensation and Executive Benefits News

The following is a two-part report from Michael S. Melbinger, partner in the Chicago offices of Winston & Strawn LLP. Michael is an attorney who practices solely in the areas of executive compensation and employee retirement benefit. This two-part post was originally published in the Executive Compensation Blog on July 9 and 17, respectively, and is republished here with permission …

Ownership Stock Repurchase and Succession Plan

Ownership Stock Repurchase and Succession Plan

Fulcrum Partners Deferred Compensation and Executive Benefits News

Fulcrum Partners is committed to serving the interests of accounting, consulting, and service firms, specifically the independent member firms of the BDO Alliance USA. With this in mind, we’ve launched a new webpage to deliver resources that specifically target the needs and concerns of CPAs accounting firms and other specialized consultants. The new webpage (found here: FulcrumPartnersLLC.com/BDO-Alliance), provides helpful case …

SEC Relaxes Rule 701(e) Reporting Requirements for Private Company Stock Plans

SEC Relaxes Rule 701 Reporting Requirements for Private Company Stock Plans

Fulcrum Partners Deferred Compensation and Executive Benefits News

Fulcrum Partners is pleased to share important insights from Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. We share his comments below: Rules Changes Regarding Private Company Stock Plans On July 18, …

Benefit Restoration Strategies

Benefit Restoration Strategies

Fulcrum Partners Deferred Compensation and Executive Benefits News

Benefit Restoration Strategies: Creating Long-Term Value for Companies and their Executives Fulcrum Partners provides the following case study of a family-owned company that had an outdated shareholder agreement. Further complicating the company’s problems were: (1.) the need to retain certain key employees, and (2.) a pattern of flat earning in recent years. This case study provides straightforward insights into the …

Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA

Fulcrum Partners Fulcrum Partners Media Release

FOR IMMEDIATE RELEASE Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA  PONTE VEDRA BEACH, FLA — (July 24, 2018) Fulcrum Partners LLC, one of the nation’s largest executive benefits advisories, has launched a new webpage targeted to serve the interests of accounting, consulting and service firms, specifically the independent member firms of the …

DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners Deferred Compensation and Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here. Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries can take …

Life, Liberty, and the Pursuit of Happiness

Fulcrum Partners Fulcrum Partners NEWS

“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” — The unanimous Declaration of the thirteen United States of America Two hundred forty-two years have passed … but the values for which our forefathers …