AALU Life Insurance Professionals

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 …

AALU Life Insurance Professionals

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 …

AALU Life Insurance Professionals

Why tax reform means you should ‘run the numbers’ now.

Fulcrum Partners. Executive Benefits News, Fulcrum Partners News

  In the wake of many questions about proposed U.S. federal income tax reform, Fulcrum Partners is pleased to share these informative AALU Washington Report insights.  The WRMarketplace is created 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 #17-40 was written by Greenberg Traurig Shareholder Jonathan M. Forster. …

AALU life insurance professionals

Marc Cadin Named COO of AALU, America’s Leading Organization Life Insurance Professionals

Fulcrum Partners Executive Benefits News

Fulcrum Partners News is pleased to share the following announcement from AALU. The organization’s announcement to the media can also be read on the AALU website. Chief Executive Officer David Stertzer (AALU) announced the promotions of Marc Cadin and Chris Morton at the executive level. RESTON, VA (PRWEB) OCTOBER 24, 2016 AALU CEO David Stertzer announced that Marc Cadin has …

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 …

Acceleration of Benefits following Nonqualified Benefit Plan Terminations

Acceleration of Benefits Following Nonqualified Benefit Plan Terminations

Fulcrum Partners Executive Benefits News

Washington Report (November 13, 2015) Ponte Vedra Beach, Florida Acceleration of Benefits following Nonqualified Benefit Plan Terminations SUMMARY: This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit plans (sometimes referred to as Top Hat plans). We occasionally highlight court cases that may be …

Nonqualified Deferred Compensation Section 409A Compliance

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

  (June 5, 2015) Ponte Vedra Beach, Florida  Nonqualified Deferred Compensation Section 409A Compliance Executive benefits consulting firm,  Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends.   This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit …

162 Bonus Plans

162 Bonus Plans – The Basics for Employers

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

162 Bonus Plans – The Basics for Employers EXECUTIVE SUMMARY As the economy improves, employee talent is at a premium. Well designed executive benefit plans are important tools in both retaining and attracting top talent. One type of executive benefit plan, commonly referred to as a 162 bonus plan, is designed to provide supplemental benefits to select key employees. Generally, …

AALU Washington Report on Death Only Benefit Plans

Fulcrum Partners Executive Benefits News, Reports & White Papers

(March 10, 2015) Ponte Vedra Beach, Florida A new AALU Washington Report features an in-depth exploration of what Death Benefit Only plans are, which employees may be best served by this type of benefit, and how these plans are implemented. Special attention is paid to the taxation concerns for both employer and employee; these plans are typically subject to less …