2016 Tax Return Changes

What’s New for the 2016 Tax Return Season?

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

2016 Tax Return Season: New Information PONTE VEDRA BEACH, FL– (March 22, 2016) –  This article on your 2016 tax return and tax planning tips for nonqualified deferred compensation plans is reprinted with permission of myNQDC.com, a respected source of information, content, and tools on nonqualified deferred compensation. This article contains a number of  links to additional content available only to …

Nonqualified Deferred Compensation

Deferred Compensation: A Fresh Perspective

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

A Fresh Perspective on Deferred Compensation Forbes Magazine contributor, Steve Parrish, took an interesting look at the benefits of deferred compensation in an article titled, “Delaying Today’s Compensation Could Pay Off In The Future.” Parrish  explained, in simple terms, what distinguishes qualified plans from nonqualified plans. He pointed out that many workers may not be familiar with either concept and that those who …

Wells Fargo Deferred Pay Plan Attacked

Wells Fargo Deferred Pay Plan Allegedly Violates State Law

Fulcrum Partners Executive Benefits News

Wells Fargo Deferred Pay Plan Attacked This past May, Wells Fargo settled a lawsuit covering advisors in California and North Dakota. According to court documents, under terms of the settlement, Wells Fargo paid a total of $5.1 million to 133 advisors. Now, Wells Fargo Advisors is again facing similar allegations in a lawsuit seeking class-action status that was filed against the firm …