Executive Compensation Restrictions

Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (April 14, 2020) Fulcrum Partners, a leading executive benefits advisory, has just released a new report on some potential consequences of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on executive compensation. As the report noted, the CARES Act, drafted with urgency to respond to the COVID-19 pandemic, lacks definitions and specificity in a number of important areas that pertain to executive compensation issues.

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.

4 reasons cover

Deferred Compensation Plans: 4 Reasons Why They Matter, Year After Year

Fulcrum Partners. Executive Benefits News

According to a report published last year by Principal Life Insurance Company, research continues to show that a deferred compensation plan plays a significant role in helping the plan’s participants reach their retirement goals. In fact, progress toward their retirement savings objective continues to be the primary motivation for plan participation. Additionally, reaching retirement savings goals plays the largest role …

Save More “Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners. Executive Benefits News

Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark? In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can …

10 12 blog cover img

Benefits Designed for Employees Provide Advantages for Companies

Fulcrum Partners. Executive Benefits News

Employee benefits can do more than provide a great way for workers to live with more peace of mind about the present and the future. Properly structured, employee benefits provide valuable advantages for companies. In our new report, “Protect Your Clients by Helping Them Look Out for Their Key Employees,” we share some of the ways deferred compensation plans, offered …

fact finder new plan blog cover

Key Employee Benefits

Fulcrum Partners. Executive Benefits News

A Fact-Finder for a New Plan Steve Jobs once said, “The secret of my success is that we have gone to exceptional lengths to hire the best people in the world.”  Job’s peer and competitor, Bill Gates, has stated, “If we weren’t still hiring great people and pushing ahead at full speed, it would be easy to fall behind and …

recognize and motivate blog cover

Recognize and Motivate Key Employees with a Nonqualified Incentive Bonus Plan

Fulcrum Partners. Executive Benefits News

Fulcrum Partners has published a new report designed for organizations and their CPAs and financial advisors. The report, titled “Recognize and Motivate Key Employees” explains what a nonqualified incentive bonus plan is and how a plan can help organizations retain and reward employees essential to the company’s success.  The report also looks at how experienced guidance helps organizations and their …

Pre Tax Deferral of Income in An Uncertain Tax Environment

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

Fulcrum Partners Executive Benefits News, Reports & White Papers

Important Insights on Pre-Tax Income Deferral PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While …

Nonqualified Defined Contribution Plans

Nonqualified Defined Contribution Plans

Fulcrum Partners Reports & White Papers

Are you looking for a guide to providing unlimited tax deferred contributions for select employees? A nonqualified defined contribution plan can be a valuable tool in providing long-term cash accumulation benefits to select employees of a company. As report author, Monte Harrick explains: A defined contribution NQDC plan is an attractive alternative for companies looking for ways to attract and retain the …