409A audits underway as IRS launches audit initiative aimed at compliance with rules for nonqualified deferred compensation plans under Code section 409A.

Series of Limited Scope 409A Audits Underway, from Groom Law Group

Fulcrum Partners Executive Benefits News

Series of Limited Scope 409A Audits Underway Released May 6, 2014, by Groom Law Group is the following update on 409A audits being launched by the IRS. “The IRS has launched an audit initiative aimed at compliance with the rules for nonqualified deferred compensation plans under Code section 409A. A series of audits of a “limited scope” are underway. The IRS will …

Exchange for People, Human Resources eMagazine, article on tax deferral

Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Fulcrum Partners NEWS

Did You Get Hammered at Tax Time? Do You Need a New Strategy for Pre-Tax Deferral? Released this month in the April issue of  The Exchange for People, a Human Resources eMagazine, is an article by Chris Nyland and Steve Broadbent, both of Fulcrum Partners LLC.  This article, Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, looks at …

Bruce Brownell of Fulcrum Partners interviews with PSX magazine

New Interview with Bruce Brownell: The Gaping Hole in Your Benchmarking Strategy

Fulcrum Partners Fulcrum Partners NEWS

An interview with Bruce Brownell of Fulcrum Partners appears in the March issue of  PSX: The People Strategy Exchange EMagazine. Brownell’s interview, titled “The Gaping Hole in Your Benchmarking Strategy,” is available in the online issue of the magazine as well as on the Fulcrum Partners website Resources page. Download the full magazine here: PSX: The People Strategy Exchange Download the interview with Bruce Brownell here: The …

Key Watchwords in Long Term Incentive Compensation By Stephen M. Kaufman

New Article by Stephen Kaufman: Key Watchwords in Long Term Incentive Compensation

Fulcrum Partners Fulcrum Partners NEWS

A new article by Stephen Kaufman of Fulcrum Partners appears in the February issue of  PSX: The People Strategy Exchange EMagazine. Kaufman’s article, “Key Watchwords in Long Term Incentive Compensation: Efficiency, Diversification and Performance,” is available in the online issue of the magazine as well as on the Fulcrum Partners website Resources page. Download the full magazine here: PSX: The …

Failure to Follow Special Rules on FICA Taxes for Nonqualified Deferred Compensation Plans Can Lead to an ERISA Claim

Special Rules on FICA Taxes for Nonqualified Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

(February 11, 2014) Ponte Vedra Beach, Florida Executive benefits consulting firm, Fulcrum Partners LLC, is pleased distribute this AALU Washington Report to its clients and friends. This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit plans. Failure to Follow Special Rules on FICA …

Do Your Company Retirement Plans Really Work?

Fulcrum Partners Video Raises Questions About Your Retirement Plan

Fulcrum Partners Fulcrum Partners Media Release

With a new video, Fulcrum Partners Video Raises Questions About Your Retirement Plan PONTE VEDRA BEACH, FL–(Marketwired – Feb 5, 2014) – Recognizing that discussions of executive benefits planning and your retirement plan can feel complex and even tedious, Fulcrum Partners LLC has turned to video animator Ydraw, to bring its message to life in a fresh and energized way. …

Fulcrum Partners is Helping Launch a New Human Resources EZine

Fulcrum Partners Fulcrum Partners NEWS

People Strategy Exchange (PSX) is a new ezine targeting a range of Human Resources issues. Fulcrum Partners LLC is proud to be a founding sponsor of this online human resources publication.  If you are part of the Fulcrum Partners LLC  mailing list, you have already received an email about PSX. That email was sent to you from edie.kingston@grahall.com, an address you will want …

Fulcrum Partners, Scott Cahill and Love Ethiopia

Scott Cahill of Fulcrum Partners Supports Luis Palau Association

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

  Scott Cahill of Fulcrum Partners Supports Luis Palau Association January 07, 2014 10:00 ET Scott Cahill of Fulcrum Partners Supports Luis Palau Association PONTE VEDRA BEACH, FL–(Marketwired – Jan 7, 2014) – G. Scott Cahill, a founder and managing director at Fulcrum Partners LLC executive benefits consultancy (https://www.fulcrumpartnersllc.com) has generously become a corporate sponsor of the Luis Palau Association’s Love …