Clawback provision in corporate America may be changing. Here’s why (and how) #ReadMore
Tax Code Section 162(m) Grandfathering Rules Re: Account Balance Plans and Non-Account Balance Plans
Deep Dive: 162(m) grandfathering rules for account balance plans & non-account balance plans.
Have You Made (or Missed) These Benefits Deadlines?
As you question, “where did this month go already” remember to review this list of benefits deadlines. Thank you Isler Dare PC for providing this checklist for us to share.
Strategic Executive Comp Decisions, Not Kneejerk Reactions
Your first strategic step in making executive comp decisions in 2021 starts with Fulcrum Partners.
Rabbi Trust Put to the Test: Ruby Tuesday
If you are trusting a Rabbi Trust to protect your retirement savings, then you might have been a little taken aback last month if you read the headline, “Ruby Tuesday Tells Court (And Retirees): ‘Pension Funds Are Ours.” In his article published in entirety below, Attorney Mike Melbinger does (as always) a thorough job breaking down the sequence of events impacting the Ruby Tuesday nonqualified plan participants.
Human Capital Management and Corporate Accountability
Is your organization prepared to be accountable to stakeholders (and the marketplace) for its human capital management policies and practices? If your company is still looking at human capital as a cost and not an asset, brace yourself for a dramatic perspective shift. As Michael S. Melbinger, attorney and author of the Executive Compensation Blog, has observed, “the COVID-19 pandemic has pushed human capital issues to the fore like never before.”
This Deferred Compensation Agreement Is a Multi-Million Dollar Home Run
How does your retirement plan stack up to Bobby Bonilla’s deferred compensation agreement?
If July 1, 2020 came and passed and you didn’t realize it was “Bobby Bonilla Day”, don’t worry. He probably did enough celebrating to make up for anyone else who missed the date.
Deferred Compensation News Now Available by Email Subscription
Fulcrum Partners, one of the largest independent executive benefits consultancies in the U.S., announces the availability of Deferred Compensation News on a no-cost, subscription basis. Previously offered only as an online publication, Deferred Compensation News is now available for direct email delivery.
Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans
IslerDare is a legal firm dedicated exclusively to the representation of management in all aspects of labor, employment and employee benefits law. We frequently share their insights here on the Deferred Compensation Blog, and are pleased to provide you this link to their timely newsletter, “The Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans,” and the excerpt featured below, which specifically addresses current IRS positions on issues that could result from the COVID-19 Pandemic.
DOL Proposes New Retirement Plan Electronic Disclosure Rule
The team at Fulcrum Partners shares this important update from IslerDare PC, on the proposed new retirement plan electronic disclosure rule, from the Department of Labor (the DOL), regarding the allowance of online retirement plan disclosures.