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.
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 tomorrow, October 27, 2020. Enrolling in a Nonqualified Deferred Compensation Plan. 11:00 AM Pacific Time/ 2 PM Eastern Time
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.
On Tuesday October 27, Fulcrum Partners will host an informative Nonqualified Deferred Compensation NQDC Plan Enrollment Checklist Webinar. Register here today.
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.
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.
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.
The IRS has issued guidance on new retirement plan features under the SECURE Act, specifically related to long-term, part-time employees.
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 …