Executive Talent: Fulcrum Partners Advises Resort Industry Be Competitive

Fulcrum Partners Fulcrum Partners Media Releases

Executive Talent: Fulcrum Partners Advises Resort Industry to Be Competitive Ponte Vedra Beach, FL (March 31, 2016) In an article that appeared in the March 2016 issue of Resort Trades magazine, executive benefits consultancy, Fulcrum Partners LLC, challenged the timeshare and vacation ownership industry to become even more competitive for top talent (executive talent) through the strategic development of Long …

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Deadline Approaches for Health and Welfare Plan Sponsors to Supply Forms to Individuals

Fulcrum Partners Human Resources

The following update was prepared by IslerDare PC and is shared here with their permission. You may download this report at Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors Employee Benefits Update (February 2016) or on the Resources Page (see Plan Sponsors) of the Fulcrum Partners website. Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors Executive …

2016 Tax Return Changes

What’s New for the 2016 Tax Return Season?

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

2016 Tax Return Season: New Information PONTE VEDRA BEACH, FL– (March 22, 2016) –  This article on your 2016 tax return and tax planning tips for nonqualified deferred compensation plans is reprinted with permission of myNQDC.com, a respected source of information, content, and tools on nonqualified deferred compensation. This article contains a number of  links to additional content available only to …

IRS Issues Welcome Guidance on Safe Harbor Retirement Plans

Fulcrum Partners Human Resources

IRS Issues Welcome Guidance on Safe Harbor Retirement Plans IslerDarePC, a premier Virginia-based labor, employment, and employee benefits law boutique firm, recently issued this Employee Benefits Update addressing issues relevant to safe harbor retirement plans. You can download a copy of IRS Notice 2016-16 on the Resources page of our website. Executive Summary The IRS recently released welcome guidance in the form …

Fulcrum Partners article: Customize Your Long Term Incentive Plans to Attract and Reward Top Talent

Customize Your Long Term Incentive Plans to Attract and Reward Top Talent

Fulcrum Partners Executive Benefits News

The following article, Customize Your Long Term Incentive Plans to Attract and Reward Top Talent, was published in the March 2016 issue of The Resort Trades and is published here with their permission. Customize Your Long Term Incentive Plans to Attract and Reward Top Talent For executives seeking a place in the c-suite, the vacation ownership industry can be extremely attractive. …

NQDC platform is ideally suited for claw back arrangements

SEC Approves Request for Vote Proposed by BoA Shareholder

Fulcrum Partners Executive Benefits News

SEC Approves Request for Vote Proposed by BoA Shareholder At Fulcrum Partners LLC, we’ve long thought that the nonqualified deferred compensation platform is ideally suited for claw back arrangements.  See how Bank of America is taking it to a new level. An article written by Deon Roberts and published by The Charlotte Observer (February-10-2016) provides updates and insights on a request …

Paul Murray-Fulcrum Partners

Paul Murray Joins Fulcrum Partners, LLC

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Fulcrum Partners LLC is proud to announce: Paul Murray Joins Fulcrum Partners as Managing Director Ponte Vedra Beach, FL (January 27, 2016) One of the nation’s largest and leading executive benefits consultancy, Fulcrum Partners LLC., announced that Paul S. Murray has joined the company as a Managing Director. The company expects that Murray’s appointment will expand and strengthen the high …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Clawback of Excess Incentive-Based Compensation: Proposed SEC Rules Changes

Fulcrum Partners Fulcrum Partners News

Fulcrum Partners and the AALU have issued the following update regarding proposed SEC rules requiring member companies to clawback excess incentive-based compensation. While accepted theory often has recommended aligning executive compensation to a company’s financial performance, in light of the rules proposed by the Security and Exchange Commission, as well as other current market trends, companies may wish to reduce executive …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Key Person Life Policy Proceeds Owed to Business per Court Ruling

Fulcrum Partners Executive Benefits News

Key Person Life Policy Proceeds Owed to Business per Federal Court Ruling. Fulcrum Partners LLC is pleased to share this most recent update from AALU regarding a Federal District Court of Connecticut ruling on payment of the proceeds of a Key Person Life Policy, after the employee’s retirement. In granting to the company the right to keep the policy’s death benefit, the …

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Employee Compensation Review

Fulcrum Partners Human Resources

Employee Compensation Arrangements: Time to Review Earlier this month, Isler Dare PC  published an in-depth report on the timeliness of reviewing employee compensation and benefits arrangements. Among the points raised in the report is that of the limited correction opportunity for some types of documentary failures. As the report states: The IRS released nonbinding guidance reinforcing a limited correction opportunity for documentary failures …