Fulcrum Partners Sponsors TRASF Total Rewards Conference

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Sept. 26, 2018) The Total Rewards Association of South Florida (TRASF) will host the 2018 Total Rewards Conference October 18, at the Florida International University Kovens Conference Center in Miami, Florida. The one-day event will attract representatives from over one hundred organizations committed to fostering education and the exchange of information among compensation and benefits practitioners …

Deductible Compensation Under the “New” Sec. 162(m)

Fulcrum Partners Executive Benefits News

As attorney and author of the Executive Compensation blog, Mike Melbinger, looks more closely at the recent IRS guidance on the revisions to Tax Code Sec. 162(m), we continue to share his insights here on Fulcrum Partners News. To better understand the new tax laws and the related guidance recently published by the IRS, review Rethinking Executive Compensation While Awaiting …

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners Executive Benefits News

In the weeks leading up to the passage of the Tax Cuts and Jobs Act of 2017, nearly everyone that receives, contributes to, sponsors or advises on executive compensation, experienced some level of “tax code change anxiety”. While full clarification on a few select aspects of federal tax code reform is still pending, many defined strategies and opportunities are available. …

ICYMI: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners 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 …

Key Employee Benefits

Fulcrum Partners Executive Benefits News

A Fact-Finder for a New Plan Steve Jobs once said, “The secret of my success is that we have gone to exceptional lengths to hire the best people in the world.”  Job’s peer and competitor, Bill Gates, has stated, “If we weren’t still hiring great people and pushing ahead at full speed, it would be easy to fall behind and …

Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

Fulcrum Partners Executive Benefits News

Fulcrum Partners has published a new report designed for organizations and their CPAs and financial advisors. The report, titled “Recognize and Motivate Key Employees” explains what a nonqualified incentive bonus plan is and how a plan can help organizations retain and reward employees essential to the company’s success.  The report also looks at how experienced guidance helps organizations and their …

162(m) Grandfathering Rules: Will Your Auditors Be Asking?

Fulcrum Partners Executive Benefits News

The recent publication of IRS Guidance on Tax Code Section 162(m), has led to commentary and discussion, especially regarding the guidance provided on 162(m) grandfathering rules. As part of our commitment to provide valued insights, we share this update from the Executive Compensation Blog. Some of the Twists and Turns of the 162(m) Grandfathering Rules Publishing date: Aug 23, 2018 …

Labor Day: A Chapter in American History

Fulcrum Partners Fulcrum Partners NEWS

Labor Day is more than a transitional long weekend taking us from summer to fall. Although we currently mark the weekend with end-of-summer cookouts or one last trip to the beach, the first Labor Day holidays were intended to send a powerful message about the rights and privileges of hardworking American men and women. Historically, Labor Day was loosely celebrated …

IRS Issues Guidance on 162(m) Grandfathering Rules

Fulcrum Partners Executive Benefits News

Following up on the release, last week, (August 21, 2018) of Guidance on Section 162(m) of the Federal Tax Code, we are sharing the initial reactions of Attorney Mike Melbinger, Partner in the Chicago offices of Winston & Strawn, LLP. Below are excerpts from two of Mike’s posts about this timely topic, previously published in the Executive Compensation Blog, and …

Guidance on Tax Code Section 162(m) Issued by IRS

Fulcrum Partners Executive Benefits News

The IRS has issued guidance on Section 162(m) of the Federal Tax Code as amended by P.L. 115-97, the law generally known as the, “Tax Cuts and Jobs Act.” You can read the notice, which was published August 21, 2018, in entirety, here: Notice 2018-68. The information released this week primarily focuses on the amended rules for identifying covered employees …