Rabbi Trusts in the COVID-19 Economy, a Whitepaper PLUS FAQs

Rabbi Trusts in the COVID-19 Economy, a Whitepaper PLUS FAQs

Fulcrum Partners. Deferred Compensation News

Last week, we shared our most recent whitepaper, “Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress” plus an important blog post update, “COVID-19 and the Unforeseen Emergency under IRS 409A” here on the Deferred Compensation News. In case you missed the link to read or download this report, we’re resharing it here: #ICYMI.

rabbi trust release

Report Published on Rabbi Trusts During Times of Economic Uncertainty

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (March 26, 2020) Fulcrum Partners, one of the nation’s largest executive benefits advisories, announces publication of “Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress.” The whitepaper, which is available to view online or download as a PDF, provides an overview of nonqualified plan benefit security issues that are important to review during financial or economic turmoil, specifically looking at rabbi trusts as the primary benefit security tools available to nonqualified plan sponsors.

Third Party Plan Administrator

#ICYMI Evaluating the Third-Party Plan Administrator or Trustee

Fulcrum Partners Deferred Compensation News

#ICYMI (In Case You Missed It), Following the news of a major acquisition of retirement business last week, we are re-sharing our comments on: Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust Big Changes. Inevitable Questions Earlier this week, Principal Financial Group Inc. announced that it has entered into an agreement to buy Wells Fargo …

Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust

Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust

Fulcrum Partners Deferred Compensation News

Big Changes. Inevitable Questions Earlier this week, Principal Financial Group Inc. announced that it has entered into an agreement to buy Wells Fargo & Company’s retirement plan services unit for $1.2 billion. The acquisition covers all existing Wells Fargo Institutional Retirement and Trust (IRT) business. As of December 31, 2018, the respective Wells Fargo retirement businesses had $827 billion in …

Nonqualified Deferred Compensation

Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Washington Report (October 25, 2013) Ponte Vedra Beach, Florida – Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on:  Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this …