Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …

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 …

Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

#ICYMI Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

Fulcrum Partners Executive Benefits News

In case you missed this insightful report… Download a copy of the report here Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan or view it on the Fulcrum Partners “Alliance” webpage. Fulcrum Partners has published a new report designed for organizations and their CPAs and financial advisors. The report, titled “Recognize and Motivate Key Employees” explains what a nonqualified …

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

Fulcrum Partners Executive Benefits News

In Case You Missed It: “Is Your Pay Structured for Lifetime Optimization?” is a newly released video clip from Fulcrum Partners. The 30-second video was developed to preview the type of executive compensation benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners personalizes for executives and organizations. Fulcrum Partners makes customized benchmarking comparison tables easily available to …

Retaining Employees that Are Key but Are Not Highly Compensated

Retaining Employees that Are Key but Are Not Highly Compensated

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

Companies in a variety of industries such as construction, auto dealerships, or manufacturing, for example, are finding that retaining and motivating key employees is essential for the company to remain both stable and competitive. In some cases, although the employees are key to the organization, they do not meet the top hat definition of, “a select group of management or …

The New Tax Law: Why it might make deferred comp programs even more attractive

Fulcrum Partners Executive Benefits News

The following article, written by Jeff Roberts, Manager, ADP Executive Deferred Compensation, was published by PlanAdviser and reprinted here with permission from the author. FOR A WHILE LAST YEAR, the tax bill moving through Congress included changes that would have made it hard to continue offering nonqualified deferred compensation (NQDC) plans to highly paid executives. By the time the Tax …

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

Important Insights on Pre-Tax Income Deferral PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While …

Big Questions Remain about Your Retirement Security and Tax Reform

Your Retirement is Not Yet Safe from Tax Reform

Fulcrum Partners Executive Benefits News

Big Questions Remain about Your Retirement Security and Tax Reform Millions of working or recently retired Americans who have chosen to defer income for their retirement could take a serious hit to their financial security from the proposed tax reform bill, known as the Tax Cut and Jobs Act. As initially presented, proposed tax changes would have dismantled nonqualified deferred …

Companies Have Many Reasons to Use Deferred or Future Compensation

Companies Have Many Reasons to Use Deferred or Future Compensation

Fulcrum Partners Fulcrum Partners NEWS

Consider corporate objectives. Future compensation can: Drive performance. Drive corporate messaging. Incentivize and retain new hires. Replace lost benefits (“make whole” arrangements) for new hires. Improve employee morale. Award spot bonuses or special project bonuses. Manage compensation subject to clawback. Incentivize employees to accumulate company stock on a tax preferred basis. Supplement existing retirement programs and Social Security. Facilitate financial wellness, …

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much? On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of …