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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 …

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A Comprehensive Look at Trends In NQDC | Nonqualified Deferred Compensation

Fulcrum Partners. Executive Benefits News

Fulcrum Partners has released a report that includes valued insights on the statistics and trends in deferred comp plans through the lens of both plan sponsors and participants. The information, much of it contained in graphs is based on research from the 10th annual nonqualified deferred compensation plan study conducted by Principal® Plan sponsors will find these insights helpful in …

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Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. …

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Financial, Tax and Benefits Strategies: Why the Team-Driven Approach Is the Best Hedge Against Tax Reform Uncertainties

Fulcrum Partners. Fulcrum Partners News

You and your employees or coworkers are not the only ones concerned about federal tax code revisions. Since last December’s passage of the Tax Cuts and Jobs Act, uncertainties seem to be front and center in nearly every taxpayer’s thoughts. An April 18, 2018, CNBC.com article cited a recent Gallup poll on tax reform and concluded simply: “The majority of …

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Retirement Security: U.S. Not Even in Top 10

Fulcrum Partners Executive Benefits News

According to a Business Wire media release published July 19, 2016, titled, “United States Ranks 14th in retirement security in 2016 Natixis Global Retirement Index,” the United States failed to be ranked even among the top 10 countries for best practices in retirement policy. The research, which is part of the 2016 Global Retirement Index, and was released by Natixis Global Asset …

IRS Issues Welcome Guidance on Safe Harbor Retirement Plans

Fulcrum Partners Human Resources

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 …

Baby Boomer Retirement

Baby Boomers Are Not Prepared for Retirement

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

Baby Boomers Are Not Prepared for Retirement According to the Insured Retirement Institute (IRI), many Baby Boomers are not prepared for retirement. That’s a situation that no doubt weighs heavily on the minds of individuals and couples rapidly approaching retirement without adequate (or any) retirement savings. In fact, however, this situation should concern everyone as it foreshadows a problem that will inevitably impact the U.S. …

Do You Have a Retirement Plan or a Retirement Strategy

Do You Have a Retirement Plan or a Retirement Strategy?

Fulcrum Partners Video

Do your company’s retirement plans really work? Consider whether you have a retirement plan or a true retirement strategy. While it is accurate that 92% of the Fortune 1000 companies offer a 409A Nonqualified Deferred Compensation Plan (NQDC) to Key Executives, plans can vary greatly. 409A Nonqualified Deferred Compensation Retirement Plan 409A Nonqualified Deferred Compensation can be the most versatile pay …