Secretary searching files in the filing cabinet

Required Electronic Filing of Top-Hat Submissions

Fulcrum Partners Deferred Compensation News

Fulcrum Partners is sharing this reminder from the team at IslerDare PC regarding the electronic filing of top-hat submissions. The August 2019 issue of Employees Benefits Update includes the following information: “Top-hat plans, which are unfunded plans that allow a select group of highly-compensated employees to defer compensation, must file a letter with the Department of Labor within 120 days …

EPCRS isler-dare-irs-updates-09-2019

IRS Updates Determination Letter Program and Revises Correction Procedures Under EPCRS

Fulcrum Partners Deferred Compensation News, Executive Benefits News

Isler Dare Employee Benefits Update Re: IRS Updates Determination Letter Program and Revises Correction Procedures Under Employee Plans Compliance Resolution System (EPCRS) This employee benefits update (first published May 2019)  is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, Jeanne Floyd, and Ashley F. Hedge. Recent Legal Developments for Employee Benefit …

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …

ICYMI: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here.   Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries …

DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here. Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries can take …

Isler Dare Report: Considerations for Locating Missing Retirement Plan Participants

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants. You may read or download the full report as a PDF here.   Executive Overview Changes to the tax environment and Internal Revenue Service (IRS) policies are creating a need for …

Recent Guidance Affecting Health Plans and Insurance Coverage

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners would like to share this important update from our friends at IslerDare PC, regarding guidance from the Internal Revenue Service (IRS) on Health Savings Accounts limits, delays to the so-called “Cadillac” tax, proposed Department of Labor rules, and other timely issues that could impact health plans and insurance coverage for you and your company. The following content, published …

Employment Law Update: New Federal Protection for Confidential Information

Fulcrum Partners Executive Benefits News

The following update was prepared by the law firm of IslerDare PC and is republished here with their permission.  You may download this report on the Resources Page (New Federal Protection for Confidential Information) of the Fulcrum Partners website. EMPLOYMENT LAW UPDATE December 2016 New Federal Protection for Confidential Information Every employer has valuable information that it wants to protect. This may consist …