Deferred Compensation News and Updates

The Securities and Exchange Commission (SEC) anticipates issuing final clawback regulations before the end of October 2022.

As workers’ expectations evolve and workplace dynamics shift, the functionality and opportunities of signing and retention bonuses are also changing. Instead of giving employees a lump sum payment (cash compensation) either initially or waiting 2-3 years to reward them upon their retention date, some employers use deferred compensation plans strategically to reward their employees immediately.

Understanding the differences in funded or unfunded NQDC plans is the first step in developing a nonqualified deferred compensation (NQDC) plan that can serve a company and its leadership.

Fulcrum Partners delivers customized nonqualified deferred compensation services for publicly traded companies, nonprofit organizations, and privately held companies.

How small and mid-sized companies can reward and retain key employees using deferred compensation

A new pre-examination retirement plan audit pilot program will potentially give Plan Sponsors a 90-day window to review their plan documents.

Fulcrum Partners, a OneDigital Company announces the release of a new NQDC Tax Audits webinar by Senior Vice President- Retirement Steve Broadbent. Discussing “IRS Audits and the NQDC Plan,” Steve Broadbent looks at how the IRS Audit Guide, updated in 2021, provides valued insights for plan sponsors of nonqualified deferred compensation plans (NQDC).

Fulcrum Partners, a OneDigital Company, has released the 2022 nonqualified plan accounting guide.

With the inflationary economy on almost everyone’s mind, Fulcrum Partners has issued a revised report on the use of Rabbi Trusts during times of economic unpredictability.

Fulcrum Partners is pleased to share the following deadline report, prepared by the Employee Benefits group at Isler Dare PC.