Fulcrum Partners Friday Deferred Compensation News Wrap Up

Fulcrum Partners Friday Deferred Compensation News Wrap Up

September 6, 2019

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In case you missed it (#ICYMI), here are a few of the most-read recent posts on Deferred Compensation News and Updates:

Filing VCPs Electronically

As of April 1, 2019, all Voluntary Correction Program (VCP) submissions are to be made electronically via www.pay.gov. In January 2019, Form 8950 was updated to reflect the new electronic filing procedures. #ReadMore: IRS Updates Determination Letter Program and Revises Correction Procedures Under EPCRS

Fulcrum Partners Managing Director Phil Currie Will be Presenting at PLANADVISER Conference

Phil Currie will be part of a two-member panel looking at “The Value of Supplementary Plan Options”. Phil is the Managing Director at Fulcrum Partners Newport Beach, California and Fulcrum Partners Salt Lake City, Utah. #ReadMore: Phil Currie Will Present at PLANADVISER National Conference in September

Every Company in the S&P 500 Now Has a Woman on Its Board of Directors

Managing Director Kristine Kopsiaftis Lampert, Fulcrum Partners Delray Beach, observes, “Women are an integral part of the corporate world. …Bringing diversity of thought and experience to the boardroom allows for better decision-making …” #ReadMore: Institutional Investors and Stakeholders Helping Drive Gender Parity on Corporate Boards

#FulcrumPartners #DeferredCompensationNews

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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