One Nation…
I pledge Allegiance to the flag of the United States of America and to the Republic for which it stands, one nation under God, indivisible, with Liberty and Justice for all.
IRS Announces Retirement Plan Contribution Limits for 2021
The IRS has published benefit and retirement plan contribution limits for 2021. Notice 2020-79 defines the updated dollar limitations for tax qualified benefit and defined contribution plans. Chart
NQDC Webinar Preview | Fulcrum Partners
NQDC Webinar Preview tomorrow, October 27, 2020. Enrolling in a Nonqualified Deferred Compensation Plan. 11:00 AM Pacific Time/ 2 PM Eastern Time
Fulcrum Partners Offering NQDC Webinar for Plan Sponsors and Participants
ORLANDO, FL — (October 21, 2020) Fulcrum Partners, a nationwide executive benefits advisory, is hosting an information-packed webinar for NQDC plan sponsors and plan participants.
Save the Date! NQDC Plan Enrollment Checklist Webinar
On Tuesday October 27, Fulcrum Partners will host an informative Nonqualified Deferred Compensation NQDC Plan Enrollment Checklist Webinar. Register here today.
Executive Compensation Adjustments Resulting from COVID-19 Impact
Institutional Shareholder Services (ISS) has released the results of its annual global benchmark policy survey, which included executive compensation adjustments made as a result of the COVID-19 impact on the workplace, the economy, and life in general.
Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace
As an Independent Member of the BDO Alliance USA, Fulcrum Partners is proud to provide our services to CPAs and CPA firms through the new BDO Alliance Marketplace. We partner flexibly with CPA firms, positioning them to expand their offerings and better support their clients in ways that are creative, customized and reliable.
Financial Literacy Challenges Too Many Americans
Last week the National Financial Educators Council (NFEC) announced the results of its most recent financial literacy survey. When faced with a financial challenge, nearly 40 percent of Americans ask their parents, family, friends, or coworkers for guidance.
IRS Guidance on New Retirement Plan Features Under the SECURE Act
The IRS has issued guidance on new retirement plan features under the SECURE Act, specifically related to long-term, part-time employees.
Estate Liquidity and Wealth Transfer Planning Needs
While there are numerous strategies when addressing the need for estate liquidity and wealth transfer planning, the goal is always to identify optimal solutions and opportunities. In a landscape where legislative and tax rules are ever changing, you want solutions that are both long-lasting and flexible. And no matter how well designed, legacy plans require timely review to ensure they …
