Long Term Incentive Plan Template (Private Company)

Long Term Incentive Plan Design Template Guidance

Fulcrum Partners Reports & White Papers, Executive Benefits News

Five Primary Components to an Effective Long Term Incentive Plan  // LTIP (Private Company) This whitepaper report has been prepared by: Scott Cahill, CLU, Cofounder & Managing Director Fulcrum Partners LLC. Download the White Paper as a PDF:  LTIP . Long Term Incentive Plan Design I. Determine business drivers that trigger awards. For private companies, the measures that we have worked …

FULCRUM WHITE PAPER 409A and 457

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation

Fulcrum Partners Executive Benefits News, Reports & White Papers

White Paper: 409A and 457 Updates That Will Impact Your Deferred Compensation IRS Proposed Changes Deferred Compensation Rules 2016 409A and 457 Updates The US Treasury Department and the Internal Revenue Service have issued proposed guidance and new regulations on deferred compensation arrangements under Sections 409A and 457 of the Internal Revenue Code. These actions were published June 22, 2016, in the …

Using SERPs to Create a Balanced Executive Compensation Plan

Fulcrum Partners Releases White Paper: Using SERPs to Create a Balanced Executive Compensation Program

Fulcrum Partners Reports & White Papers

Fulcrum Partners LLC has released a new white paper report, titled, “Using SERPs to Create a Balanced Executive Compensation Program.” In many situations, the introduction of a supplemental executive retirement program, (SERP) helps promote a more diversified ‘portfolio’ approach to executive rewards. We invite you to read the full report to learn more. The report, authored by Peter Lupo and Bruce Brownell can be read …