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Executive Compensation Drafting Tips for Today’s Litigious World

Fulcrum Partners Deferred Compensation News

If you read the Deferred Compensation News, you know we regularly carry important insights from attorney Michael S. Melbinger, Winston Strawn. In his most recent blog, Mike shared two tips that employers should always consider in drafting executive compensation terms, releases, and related documents regarding an executive’s compensation. And of course, Fulcrum Partners always advises you to consult your own …

Disclosure on the CEO Pay Ratio: What’s the Right Approach?

Disclosure on the CEO Pay Ratio: What’s the Right Approach?

Fulcrum Partners Deferred Compensation News

Winston & Strawn attorney, Mike Melbinger, asks (and answers) a question that may be puzzling your organization. “What’s a company to do when professionals are recommending that companies keep CEO pay ratio disclosures simple while stakeholders are demanding companies publish all the details?” Read, his blog post below, for his updates and insights on this corporate conundrum. Wait! Some Investors …

Action Items to Prepare for the 2019 Proxy Season

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …

Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Tax Code Section 162(m): You May Still Have Options for Grandfathering Protection

Fulcrum Partners Executive Benefits News

Winston & Strawn Attorney Mike Melbinger, author of the Executive Compensation Blog reflects on the nuances of Grandfathering Protection under the revised Tax Code Section 162(m). Don’t Abandon All Hope of Grandfathering Protection Under Section 162(m) In the Inferno, the first part of Dante Alighieri’s Divine Comedy, the inscription “abandon hope all ye who enter here” appears at the entrance to Hell. This …

Is Your Pay Structured for Lifetime Optimization?

Fulcrum Partners Executive Benefits News

“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 …

The New Tax Law: Why it might make deferred comp programs even more attractive

Fulcrum Partners Executive Benefits News

The following article, written by Jeff Roberts, Manager, ADP Executive Deferred Compensation, was published by PlanAdviser and reprinted here with permission from the author. FOR A WHILE LAST YEAR, the tax bill moving through Congress included changes that would have made it hard to continue offering nonqualified deferred compensation (NQDC) plans to highly paid executives. By the time the Tax …

After Your Annual Meeting, What’s Your Next Critical Step?

Fulcrum Partners Executive Benefits News

Fulcrum Partners shares important insights from Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. You should always consult your legal and tax advisors, in addition to your discussions with the experienced …

Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

Click to view full report: Rethinking Executive Compensation While Awaiting Section 162(m) Guidance. FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 14, 2018) As individuals and organizations across the U.S. assess the impact of the federal government Tax Cuts and Jobs Act that went into effect on January 1, 2018, some are reaping the benefit of tax reductions, while other …

What do these IRC Section 162(m) Changes Mean for Executive Compensation?

IRC Section 162(m) Will Change with Proposed Tax Law Revisions, Impacting Aspects of Executive Compensation

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

Fulcrum Partners shares insights on the proposed tax reform, specifically related to IRC Section 162(m), with our clients and colleagues. PDF DOWNLOAD: FULCRUM PARTNERS IRC Section 162(m) Internal Revenue Code Section 162(m) [IRC  §162(m)] addresses federal tax code regulations “relating to the deduction limitation for certain employee remuneration in excess of $1,000,000 under the Internal Revenue Code. These regulations affect publicly …

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

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 qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do …