Executive benefits Fulcrum Partners

Executive Benefits: Leverage to Minimize Your Cost While Maximizing Executive Reward

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Fulcrum Partners LLC … leverage to minimize your cost while maximizing executive reward Companies that attract remarkable talent have a commanding advantage over their competition. Organizations that retain valued top executives thrive while those that cannot compete may lose their footing, quietly disappearing from the marketplace. Today’s exemplary employees rightfully expect to be rewarded in ways that provide both immediate …

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 …

Reward Retain Key Talent Fulcrum Partners

Recruit. Retain. Reward … Retire.

Fulcrum Partners Executive Benefits News

Recruit. Retain. Reward … Retire. NQDC plans can provide employers critical leverage to recruit, retain, reward through to retirement, the key talent that enables the organization to achieve its goals, maintain stability, and satisfy board members and stakeholders. Inspire/influence the behavior of key performers by customizing contribution and vesting schedules to use as performance rewards for executives. A company’s NQDC plans …

IRS Issues Welcome Guidance on Safe Harbor Retirement Plans

Fulcrum Partners Executive Benefits News

IRS Issues Welcome Guidance on Safe Harbor Retirement Plans IslerDarePC, a premier Virginia-based labor, employment, and employee benefits law boutique firm, recently issued this Employee Benefits Update addressing issues relevant to safe harbor retirement plans. You can download a copy of IRS Notice 2016-16 on the Resources page of our website. Executive Summary The IRS recently released welcome guidance in the form …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Clawback of Excess Incentive-Based Compensation: Proposed SEC Rules Changes

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Fulcrum Partners and the AALU have issued the following update regarding proposed SEC rules requiring member companies to clawback excess incentive-based compensation. While accepted theory often has recommended aligning executive compensation to a company’s financial performance, in light of the rules proposed by the Security and Exchange Commission, as well as other current market trends, companies may wish to reduce executive …

More on How Section 409A Rules

Employee Compensation Review

Fulcrum Partners Executive Benefits News

Employee Compensation Arrangements: Time to Review Earlier this month, Isler Dare PC  published an in-depth report on the timeliness of reviewing employee compensation and benefits arrangements. Among the points raised in the report is that of the limited correction opportunity for some types of documentary failures. As the report states: The IRS released nonbinding guidance reinforcing a limited correction opportunity for documentary failures …

Fulcrum Partners Supports Vocational School in Rwanda

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Fulcrum Partners LLC is proud to distribute this update, released to the national media on December 14, 2015. Fulcrum Partners Supports Vocational School in Rwanda Through Valmark Global Gift Fund PONTE VEDRA BEACH, FL – (December 14, 2015) – Fulcrum Partners LLC, (www.fulcrumpartnersllc.com) the nation’s leading and largest executive benefits consultancy, has donated $10,000 to support construction of the first vocational …

DOL Reiterates Its Stance on Top Hat Plans

Fulcrum Partners Executive Benefits News

DOL Reiterates Its Stance on Top Hat Plans In an article written by Rebecca Moore (published in PlanSponsor), Moore provides insights on Department of Labor positions and two lawsuits in which former employees of Marriott International argued that the deferred stock bonus awards (Retirement Awards) program in which they participated was not a top hat plan and was subject to ERISA …

162 Bonus Plans

162 Bonus Plans – The Basics for Employers

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162 Bonus Plans – The Basics for Employers EXECUTIVE SUMMARY As the economy improves, employee talent is at a premium. Well designed executive benefit plans are important tools in both retaining and attracting top talent. One type of executive benefit plan, commonly referred to as a 162 bonus plan, is designed to provide supplemental benefits to select key employees. Generally, …

ncentive Pay Practices at Mid-Size Companies

Incentive Pay Practices at Mid-Size Companies

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Incentive Pay Practices at Mid-Size Companies In a detailed report released this month, Main Data Group, Inc., looks at incentive pay plan practices in mid-size companies. The report, INCENTIVE PLAN PRACTICES ALIGNING EXECUTIVE PAY WITH PERFORMANCE, was prepared by Steven Hall & Partners and  is based on data developed using the proprietary Snapshot Data(TM) executive compensation platform. Looking at more than 800 publicly traded …