News from the IslerDare PC December “Employee Benefits Update” looks at how the recently passed SECURE Act (Setting Every Community Up for Retirement Enhancement Act) may impact some retirement plans and strategies. #benefitplan #retirement #FulcrumPartners
Thank you, Isler Dare PC, for sharing this checklist for December, reminding employers of some of the key yearend compliance deadlines for health, welfare, and retirement plans.
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.
An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners. And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video …
Strategic Retirement Partners (SRP) share the following helpful tips for plan sponsors who seek to do all that they can to keep plan participant accounts secure and fraud-free. Six Easy Steps to Keep Your Plan Assets Safe Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but …
The Deferred Compensation News is pleased to publish the following post, written by Michael S. Melbinger, Winston Strawn LLP, previously published by the Executive Compensation Blog. Subjective Performance Goals After Elimination of the Performance-Based Compensation Exception The performance-based compensation exception to Code Sec. 162(m)’s $1 million cap on deductible compensation was eliminated by the Tax Cuts and Jobs Act of …
Fulcrum Partners has released a report that includes valued insights on the statistics and trends in deferred comp plans through the lens of both plan sponsors and participants. The information, much of it contained in graphs is based on research from the 10th annual nonqualified deferred compensation plan study conducted by Principal® Plan sponsors will find these insights helpful in …
A nonqualified deferred compensation plan is designed to help top talent save beyond 401(k) plan limitations for retirement and other savings goals, while helping the organization recruit, retain, and reward them. Here’s How Deferred Compensation Plans Work A deferred comp plan is a type of savings vehicle an organization provides to select key employees. Participants can defer a portion of …
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 …
“How does your executive compensation and benefits plan rank when compared to that of your peers?” “Even if your benefits plan looks strong now, how does it really pan out and pay off over the years?” “Do you have a plan or do you have what you really need…a thoughtful and well-constructed strategy?” These are all questions you should be …