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 …

The Exchange for People Strategy Executive Benefits Consulting

Could the Boom Take You into a Career in Executive Benefits Consulting

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

From The Exchange for People Strategy, May 2014 issue, a Human Resources (HR) eMagazine, comes the following article by Bruce Brownell of Fulcrum Partners LLC. You’ll find new articles every month from the executive benefits consultants at Fulcrum Partners featured in The Exchange. The Exchange is a recently launched publication that strives to ask (and answer) today’s most challenging Human Resources questions. You can …

409A audits underway as IRS launches audit initiative aimed at compliance with rules for nonqualified deferred compensation plans under Code section 409A.

Series of Limited Scope 409A Audits Underway, from Groom Law Group

Fulcrum Partners Executive Benefits News

Series of Limited Scope 409A Audits Underway Released May 6, 2014, by Groom Law Group is the following update on 409A audits being launched by the IRS. “The IRS has launched an audit initiative aimed at compliance with the rules for nonqualified deferred compensation plans under Code section 409A. A series of audits of a “limited scope” are underway. The IRS will …

Do You Have a Retirement Plan or a Retirement Strategy

Do You Have a Retirement Plan or a Retirement Strategy?

Fulcrum Partners Fulcrum Partners LLC Video

Do your company’s retirement plans really work? Consider whether you have a retirement plan or a true retirement strategy. While it is accurate that 92% of the Fortune 1000 companies offer a 409A Nonqualified Deferred Compensation Plan (NQDC) to Key Executives, plans can vary greatly. 409A Nonqualified Deferred Compensation Retirement Plan 409A Nonqualified Deferred Compensation can be the most versatile pay …

Do Your Companys Retirement Plans Really Work

Do Your Company’s Retirement Plans Really Work?

Fulcrum Partners Fulcrum Partners LLC Video

Fulcrum Partners LLC, executive benefits consultancy, releases new video created to focus on the questions of retirement plans in a whole new way. Developed with the assistance of the creative team at YDraw, this video asks the thought-provoking question, “Do your company’s retirement plans really work?”

Nonqualified Deferred Compensation

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

Fulcrum Partners Fulcrum Partners Media Release, 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 LLC White Paper, Fulcrum Partners NEWS

(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 …

Fulcrum Partners LLC White Paper: Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Releases Report on Deferred Income and Higher Taxes

Fulcrum Partners Fulcrum Partners LLC White Paper, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL– (May 2, 2013) – Executive benefits consultancy Fulcrum Partners LLC announces the release of the white paper: “Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment.” Authored by Steve Broadbent (Fulcrum Partners LLC, Atlanta, GA) and Chris Nyland (Fulcrum Partners LLC, Charleston, SC), the report takes an analytic look at the common practice of deferring compensation …

Kristine Kopsiaftis Fulcrum Partners LLC

Kristine Kopsiaftis of Fulcrum Partners Elected to SFCB Board of Directors

Fulcrum Partners Fulcrum Partners Media Release

Kristine Kopsiaftis of Fulcrum Partners Elected to SFCB Board of Directors Fulcrum Partners LLC released the following announcement to the media on April 23, 2013. The release appears below and is also available on Sribd at: Kristine Kopsiaftis of Fulcrum Partners Elected to SFCB Board of Directors and on SlideShare at Kristine Kopsiaftis of Fulcrum Partners Elected to SFCB Board of …

Bruce Brownell of Fulcrum Partners LLC, Speaker at HR Management Institute Event

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL ( Mar 21, 2013) “Enhancing HR as a Strategic and Transformative Business Partner in Times of Volatility and Change” was the topic at the recent International Performance Management Institute (IPMI) HR Management Institute event. Among those speaking to the select group was Bruce Brownell, co-founder and Managing Director of Fulcrum Partners LLC, one of the nation’s …