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.

merger or aquisition

Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?

Fulcrum Partners Deferred Compensation News

The Tax Cuts and Jobs Act of 2017 (TCJA) modified the Transfer of Value rules pertaining to Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), Credit Union Owned Life Insurance (CUOLI), and other types of Employer Owned Life Insurances. If your company (or your client’s company) was involved in an acquisition on or after January 1, 2018, you …

What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

Fulcrum Partners Executive Benefits News

Among the solutions Fulcrum Partners offers organizations for informally funding nonqualified retirement plans is the design of institutionally priced corporate owned life insurance (COLI) and bank owned life insurance (BOLI). Although a high percentage of Fortune 500 companies rely on COLI or BOLI products to tax-efficiently fund liabilities, there are a limited number of large, established insurers in the business …

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How Can Deferred Compensation Plans Help Keep Companies Strong?

Fulcrum Partners Executive Benefits News

A nonqualified deferred compensation plan is designed to help top talent save beyond 401(k) plan limitations for retirement and other savings goals, while helping the organization recruit, retain, and reward them. Here’s How Deferred Compensation Plans Work A deferred comp plan is a type of savings vehicle an organization provides to select key employees. Participants can defer a portion of …

Andy Hart Fulcrum Partners Washington DC

Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

  FOR IMMEDIATE RELEASE Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting PONTE VEDRA BEACH, FL — (Sept 28, 2017) Founded in 2007, Fulcrum Partners LLC is marking a decade of dedicated executive benefit and nonqualified compensation consulting services. With more than $6B of assets currently under management, Fulcrum Partners is utilizing this anniversary milestone as …

Taxable Vs. Tax Efficient COLI and TOLI

COLI and TOLI, Funding Alternatives for Nonqualified Plans

Fulcrum Partners Executive Benefits News

Taxable Vs. Tax Efficient COLI and TOLI: Funding Alternatives for Nonqualified Plans   Pay as You Go (do nothing) Taxable Securities Corporate Owned Life Insurance (COLI) Taxable vs. Tax Efficient Taxable securities Selected for all types of nonqualified plan funding. Able to provide a range of alternatives that may be allocated to meet plan specific needs. Most effective if company …

COLI TOLI Strategy Fulcrum Partners LLC

COLI / TOLI : A Smarter Strategy for Financing Employee Benefits

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

COLI /TOLI: A Smarter Strategy for Financing the Expense of Employee Benefits Corporate Owned Life Insurance (COLI) or Trust Owned Life Insurance (TOLI) can reduce taxes on invested assets, increasing returns and shareholder value: Short term: COLI  TOLI programs typically target hedging P&L volatility and track benefit plan balance sheet liabilities. Long term: COLI  TOLI can increase benefit security and …

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 …

Fulcrum Partners Houston Microsite

Fulcrum Partners Expands Executive Benefits Consulting with Microsites

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive …