Comprehensive Guide to Nonqualified Deferred Compensation NQDC

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Click this link to download this report as a pdf. When it comes to an executive’s individual preparedness for retirement, both the executive and the organization may have questions about how a Nonqualified Deferred Compensation Plan benefits each party. This two-part series addresses many of the uncertainties and concerns. The WR Marketplace is created by experts at Greenberg Traurig and …

Why tax reform means you should ‘run the numbers’ now.

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

  In the wake of many questions about proposed U.S. federal income tax reform, Fulcrum Partners is pleased to share these informative AALU Washington Report insights.  The WRMarketplace is created 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 #17-40 was written by Greenberg Traurig Shareholder Jonathan M. Forster. …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Clawback of Excess Incentive-Based Compensation: Proposed SEC Rules Changes

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners and the AALU have issued the following update regarding proposed SEC rules requiring member companies to clawback excess incentive-based compensation. While accepted theory often has recommended aligning executive compensation to a company’s financial performance, in light of the rules proposed by the Security and Exchange Commission, as well as other current market trends, companies may wish to reduce executive …

Acceleration of Benefits following Nonqualified Benefit Plan Terminations

Acceleration of Benefits Following Nonqualified Benefit Plan Terminations

Fulcrum Partners Executive Benefits News

Washington Report (November 13, 2015) Ponte Vedra Beach, Florida Acceleration of Benefits following Nonqualified Benefit Plan Terminations SUMMARY: This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit plans (sometimes referred to as Top Hat plans). We occasionally highlight court cases that may be …

Acceleration of Benefits following Nonqualified Benefit Plan Terminations

8 Key Questions for IRC § 409A Compliance – The Gatekeeper to Structuring Effective Deferred Compensation Arrangements

Fulcrum Partners Fulcrum Partners LLC White Paper

8 Key Questions for IRC § 409A Compliance The Gatekeeper to Structuring Effective Deferred Compensation Arrangements Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report, “8 Key Questions for IRC § 409A Compliance – The Gatekeeper to Structuring Effective Deferred Compensation Arrangements,” to its clients and friends. This continuing series of articles is intended …

AALU Washington Report on Death Only Benefit Plans

Fulcrum Partners Executive Benefits News, Fulcrum Partners LLC White Paper

(March 10, 2015) Ponte Vedra Beach, Florida A new AALU Washington Report features an in-depth exploration of what Death Benefit Only plans are, which employees may be best served by this type of benefit, and how these plans are implemented. Special attention is paid to the taxation concerns for both employer and employee; these plans are typically subject to less …

Electronic DOL Filing for Top Hat Plans to Be Mandatory

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Nonqualified deferred compensation “top hat” plans do not require annual Form 5500s. Instead, the Department of Labor requires a Top Hat plan disclosure letter whenever a new plan is implemented. Nonqualified Deferred Compensation Plans enable executives and other high-income earners to defer income beyond the limits of qualified 401(k) plans. These plans garner more attention any time there are tax …