Money, pen, magnifying glass and the financial report

Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI

Fulcrum Partners Deferred Compensation News

On December 4, 2019, the AALU issued an important WRNewsire AALU Washington Report regarding regulations on Reportable Policy Sales (RPS). The AALU update addresses tax implications for company owned life insurance (COLI) and bank owned life insurance (BOLI) in view of the Treasury Department’s final regulations on RPS. What follows here is an overview of the regulations as provided by AALU. At the end of this overview, you will also find, in entirety, “points 6 through 9” of the previously published Washington Report Newswire analysis.

2020 Benchmark Policy Updates from Institutional Shareholders Services

Fulcrum Partners Executive Benefits News

On November 12, Institutional Shareholder Services Inc. (ISS), announced its new policy updates for 2020. The updates, relevant to the United States and matters of executive pay, relate to the pay-for-performance model and the incorporation of Economic Value Added (EVA) metrics in the model’s secondary ‘Financial Performance Assessment’ (FPA) screen.

Fulcrum Partners Launches Its First #GivingTuesday Campaign

Fulcrum Partners Fulcrum Partners Giving

Scheduled for December 3, 2019, the GivingTuesday movement is built on the principle of charitably sharing time, talents or abundance with others. As first-time participants in the event, Fulcrum Partners is inviting others to join them in making charitable donations to one or more of the nine 501(c)(3) nonprofit organizations listed in this announcement or to give to any of the thousands of other nonprofits that are registered participants in GivingTuesday.