Electronic DOL Filing for Top Hat Plans to Be Mandatory

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

Nonqualified deferred compensation “top hat” plans do not require annual Form 5500s. Instead, the Department of Labor requires a Top Hat plan disclosure letter whenever a new plan is implemented. Nonqualified Deferred Compensation Plans enable executives and other high-income earners to defer income beyond the limits of qualified 401(k) plans. These plans garner more attention any time there are tax …

Nonqualified Deferred Compensation

FICA Taxes and Nonqualified Deferred Compensation

Fulcrum Partners Fulcrum Partners News

(June 19, 2014) Ponte Vedra Beach Florida Executive benefits consulting firm, Fulcrum Partners LLC, is pleased 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 plans. To see all media updates from Fulcrum …

Nonqualified Deferred Compensation

Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Washington Report (October 25, 2013) Ponte Vedra Beach, Florida – Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on:  Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this …

Nonqualified Deferred Compensation

Executive Benefits Consultants, Fulcrum Partners LLC, Shares AALU WRMarketplace Report

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Washington Report (October 10, 2013) Ponte Vedra Beach, Florida – Executive Benefits Consultants, Fulcrum Partners LLC, is proud to share this AALU WRMarketplace Report on: “Constructive Receipt and Economic Benefit Principles in Deferred Compensation Planning Arrangements” In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this AALU report …

Nonqualified Deferred Compensation

“Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements

Fulcrum Partners Fulcrum Partners News, Reports & White Papers

(September 19, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, together with Washington, DC-based AALU, has released a new Washington Report on: “Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements. One of the most frequently asked client questions regarding their nonqualified executive benefit plans concerns “Top-Hat” compliance. The AALU Washington Report, prepared by the AALU staff and …