Clarification of Benefit Plan Proxy Voting Obligations

Clarification of Benefit Plan Proxy Voting Obligations

Fulcrum Partners Executive Benefits News

The U.S. Department of Labor (DOL) has proposed a rule on employee benefit plan proxy voting and the exercise of other specific shareholder rights. The new DOL proposed rule is intended to clarify the duties of Employee Retirement Income Security Act of 1974 (ERISA)-covered plan fiduciaries regarding proxy voting. Per the DOL’s proposed rule: “This document also states that Interpretive …


Nonqualified Deferred Compensation Plans From the Employer’s Perspective

Fulcrum Partners. Deferred Compensation News

Download as a PDF Question: Why do employers, as plan sponsors, offer deferred compensation plans?   of employers offer deferred compensation plans in order to create a competitive benefits package of employers want to help plan participants save for retirement beyond the limits of qualified plans of employers believe a deferred comp plan helps them retain key employees of employers …

2016 Year End Compliance Checklist Employment Benefit Plans

2016 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Human Resources

The following update was prepared by IslerDare PC and is shared here with their permission as Fulcrum Partners continues to provide education and insight on the changes and clarifications to rules involving employment benefit plans. You may download this report on the Resources Page (2016 Year-End Compliance Checklist) of the Fulcrum Partners website. 2016 Year-End Compliance Checklist: Employment Benefit Plans With the results of …