Woman votes on election day.

SEC Final Rules for Proxy Voting Advice Businesses

Fulcrum Partners. Fulcrum Partners News

The rules are changing for Proxy Voting Advice Businesses (PVAB), with approval by the SEC of new guidelines. The SEC’s final rule statement (published July 22, 2020) explains, “The Securities and Exchange Commission (“Commission”) is adopting amendments to its rules governing proxy solicitations so that investors who use proxy voting advice receive more transparent, accurate, and complete information on which to make their voting decisions, without imposing undue costs or delays that could adversely affect the timely provision of proxy voting advice.

Close up of a snail in the countryside

Electronic Disclosure Safe Harbor for Retirement Plans

Fulcrum Partners. Human Resources

Last week, the Department of Labor (DOL) finalized regulations for the new “notice and access” safe harbor for retirement plans. Known as “NOA Safe Harbor,” the new guidelines permit plan administrators to send required disclosures to plan participants and beneficiaries via email or other electronic means, including allowing employers to post retirement plan disclosures online.

Impact of covid 19 on retirement

Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans

Fulcrum Partners. Human Resources

IslerDare is a legal firm dedicated exclusively to the representation of management in all aspects of labor, employment and employee benefits law. We frequently share their insights here on the Deferred Compensation Blog, and are pleased to provide you this link to their timely newsletter, “The Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans,” and the excerpt featured below, which specifically addresses current IRS positions on issues that could result from the COVID-19 Pandemic. 

photo 1518169709214 6d2fff4a8a4e

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners. Human Resources

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. …

Fund 401(k) Plan Safe Harbor Contributions

IRS Proposes to Relax Rules Permitting Forfeitures to Fund 401(k) Plan Safe Harbor Contributions

Fulcrum Partners Human Resources

IRS Proposes to Relax Rules Permitting Forfeitures to Fund 401(k) Plan Safe Harbor Contributions The following report was published by IslerDare PC (www.IslerDare.com) and is republished here with their permission. Note: Mentions in this article of the IRS refer to the Internal Revenue System (IRS). IRS Proposes to Relax Rules Permitting Forfeitures to Fund 401(k) Plan Safe Harbor Contributions and …