Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of October Plan Deadlines for Retirement, Medical, and Other Plans.
Has your qualified plan nondiscrimination testing resulted in refunds to any highly compensated employees (HCEs) during the past five years? This is the question posed to 282 public and private for-profit companies, during the 2020 Annual Survey conducted by Newport Retirement Services and PLANSPONSOR.
As we prepare for the final month of summer, August arrives with new deadlines. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
Just when you needed a window for scheduling some time off, June rolls in with a shorter than usual checklist of health and retirement benefits deadlines to meet. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
As the federal income tax structure is being re-tooled yet again, employers are evaluating the use of nonqualified plans as a strategy for positioning the organization’s executives to save more effectively for retirement. Why employers use nonqualified deferred comp plans includes benefits both for the organization and for its executives.
Following our Deferred Compensation News post from last week, “Cybersecurity for Your Defined Benefit Plan”, IslerDare PC has provided a relevant update on recent Employee Benefits Security Administration (EBSA) security updates from the Department of Labor (DOL).
Benefit filing deadlines for May 2021, courtesy of Isler Dare.
Plan Sponsor Council of America released a recent study showing NQDC plan participation continued to grow during 2020.
In a post-2020 landscape, what changes to the design and purpose of executive benefit plan design impact CFO decision making? A look at NQDC advantages and benefit success strategies.
Fulcrum Partners, a OneDigital Company, has released a new report, “CFO Decision Making: Integrating Executive Benefits into Employee Engagement.”