Check-Lock And Key On The Brown Wooden Table

Legacy and Retirement Planning After the SECURE Act

Fulcrum Partners Deferred Compensation News

Fulcrum Partners is pleased to share these in-depth insights about the SECURE Act (Setting Every Community Up for Retirement), published January 23, 2020 by the AALU WR Newswire. The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. #secureact #plansponsor #retirement #retirementplan

Money, pen, magnifying glass and the financial report

Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI

Fulcrum Partners Deferred Compensation News

On December 4, 2019, the AALU issued an important WRNewsire AALU Washington Report regarding regulations on Reportable Policy Sales (RPS). The AALU update addresses tax implications for company owned life insurance (COLI) and bank owned life insurance (BOLI) in view of the Treasury Department’s final regulations on RPS. What follows here is an overview of the regulations as provided by AALU. At the end of this overview, you will also find, in entirety, “points 6 through 9” of the previously published Washington Report Newswire analysis.

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AALU Response to the Regulation Best Interest Rule

Fulcrum Partners Executive Benefits News

Last week the Securities and Exchange Commission (SEC) passed the Regulation Best Interest Rule which the commission says, “will simplify consumer’s lives and tighten the standards governing brokers who sell investment products.” You can read the Commission’s final rule here: Regulation Best Interest The Broker-Dealer Standard of Conduct On June 5, the AALU (Association for Advanced Life Underwriting) issued the …

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Fulcrum Partners NEWS

(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …

AALU Doubles Membership Congrats from Fulcrum Partners

Congratulations AALU on Doubling Membership

Fulcrum Partners Fulcrum Partners NEWS, Leadership

Earlier this month, the American Association of Life Underwriters (AALU) announced that by reaching a membership level of more than 4,000 entrepreneurial financial security professionals, the association has now doubled its membership. Many of the managing directors at Fulcrum Partners are members of AALU and we are proud to share AALU’s recent announcement. AALU Doubles Membership Washington, D.C. – AALU today announced …

#ICYMI Understanding Top Hat Plans

Fulcrum Partners Executive Benefits News

Don’t Put Away Your New Year’s Eve Top Hat Just Yet! Over the past five-plus years of publishing Deferred Compensation News, (previously known as Fulcrum Partners News), no topic has ever attracted as many views or as much traffic as that of “Top Hat Plans.” In November 2018, the AALU Washington Report addressed some of the challenges and lack of clear …

UNDERSTANDING TOP HAT PLANS

Understanding Top Hat Plans

Fulcrum Partners Executive Benefits News

Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends. You can read the full report here or download it as a PDF:  Top Hat Plans. This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified …

Fulcrum Partners Supports the AALU Annual Meeting

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FLA — (May 8, 2018) Members of the senior leadership of Fulcrum Partners LLC, executive benefits advisory, were among the thought leaders and influencers participating in this year’s Annual Meeting of the Association for Advanced Life Underwriting (AALU). Held at the Marriott Marquis Washington, D.C., the three-day event kicked off on Sunday, April 29, and attracted top …

Non-Qualified Deferred Compensation Plans

Comprehensive Guide to Nonqualified Deferred Compensation NQDC Part 2

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Part 2 of 2 in an in-depth look at the Fundamentals of Nonqualified Deferred Compensation. View/download Part 1 here:  www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide.pdf View/Download Part 2 PDF here: www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide-Part-2.pdf The WRMarketplace is created exclusively for AALU members by experts at Greenberg Traurig and the AALU staff, led by Jonathan M. Forster, Steven B. Lapidus, Martin Kalb, Richard A. Sirus, and Rebecca Manicone. WRMarketplace #17-43 …

Comprehensive Guide to Nonqualified Deferred Compensation NQDC

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Click this link to download this report as a pdf. When it comes to an executive’s individual preparedness for retirement, both the executive and the organization may have questions about how a Nonqualified Deferred Compensation Plan benefits each party. This two-part series addresses many of the uncertainties and concerns. The WR Marketplace is created by experts at Greenberg Traurig and …