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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 …

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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. Fulcrum Partners Media Releases, Executive Benefits News

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, Reports & White Papers

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 …

Mid-Market Executive Compensation Study Released: 2016/2017

Mid-Market Executive Compensation Study Released: 2016/2017

Fulcrum Partners Executive Benefits News

Mid-Market Executive Compensation Study Released: 2016/2017 Last week, the CFO Alliance announced the completion and availability of the 2016/2017 Mid-Market Executive Compensation Study. This study surveyed more than 6,000 CFOs  and executives in both public and private mid-sized organizations throughout the U.S. Among the report’s insights are: 1.) Significant differences in compensation by industry sector, company size, and region. 2.) Key …

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

Fulcrum Partners Fulcrum Partners News

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 …

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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 …

More on How Section 409A Rules

More on How Section 409A Rules Impact Nonqualified Deferred Compensation Plans

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 Section 409A Rules and Section 457 Rules. You may download this report on the Resources Page (New Section 409A Rules Impact Nonqualified Deferred Compensation Plans) of the Fulcrum Partners website. You may also view or …

More on How Section 409A Rules

Employee Compensation Review

Fulcrum Partners Human Resources

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 …