Big Questions Remain about Your Retirement Security and Tax Reform

Your Retirement is Not Yet Safe from Tax Reform

Fulcrum Partners Executive Benefits News

Big Questions Remain about Your Retirement Security and Tax Reform Millions of working or recently retired Americans who have chosen to defer income for their retirement could take a serious hit to their financial security from the proposed tax reform bill, known as the Tax Cut and Jobs Act. As initially presented, proposed tax changes would have dismantled nonqualified deferred …

Tax Reform Still Putting Your Retirement at Risk by Changing Deferred Compensation

Tax Reform is Still Putting Your Retirement at Risk

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

Fulcrum Partners LLC is sharing this important message about tax reform and how it could negatively affect your retirement. FOR IMMEDIATE RELEASE Tax Reform Still Putting Your Retirement at Risk by Changing Deferred Compensation PONTE VEDRA BEACH, FL — (November 13, 2017) Fulcrum Partners LLC, one of the nation’s leading executive benefits consultancies, is urging working Americans to become aware …

Non-Qualified Deferred Compensation Plans

Comprehensive Guide to Nonqualified Deferred Compensation NQDC Part 2

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Part 2 of 2 in an in-depth look at the Fundamentals of Nonqualified Deferred Compensation. View/download Part 1 here:  www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide.pdf View/Download Part 2 PDF here: www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide-Part-2.pdf The WRMarketplace is created exclusively for AALU members by experts at Greenberg Traurig and the AALU staff, led by Jonathan M. Forster, Steven B. Lapidus, Martin Kalb, Richard A. Sirus, and Rebecca Manicone. WRMarketplace #17-43 …

IRS Announces 2018 Pension Plan Limitations

IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018

Fulcrum Partners Executive Benefits News

The following update is the complete announcement by the Internal Revenue Service (IRS) issued on October 19, 2017, regarding 2018 Pension Plan Limitations. You will also find this announcement, in entirety on the Newsroom page of the IRS.gov website. The chart that appears below was developed by Fulcrum Partners for your reference.   2018 Pension Plan Limitations $  18,500 Employee …

DOL Proposes 60-Day Delay of Fiduciary Rule

DOL Proposes 60-Day Delay of Fiduciary Rule

Fulcrum Partners Executive Benefits News

The following Employee Benefits Update was published by IslerDare PC of Vienna Virginia. It is republished here with their permission. For questions related to the content of this article Andrea I. O’Brien , Vi D. Nguyen, or Ashlie Lawton. For questions related to executive benefits planning, contact Fulcrum Partners LLC. DOL Proposes 60-Day Delay of Fiduciary Rule Last year, the …

Retirement Plan Fees: 3 Major Universities Sued

Fulcrum Partners Executive Benefits News

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees An article, (“M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees,”) published in the New York Times (August 9, 2016) stated that attorney Jerome J. Schlichter, representing employees of Yale, New York University, and Massachusetts Institute of Technology, has filed a lawsuit against the respective universities. The complaint alleges that the universities, as Plan Sponsors …

Retirement Security US Rank Fulcrum Partners LLC

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 …