Deferred Compensation News and Updates

Deferred Compensation News brings you the latest information and insights on 409A nonqualified deferred compensation; institutional COLI, BOLI, and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. 
Featured image for “SEC May Issue Final Clawback Regulations Next Month”
September 15, 2022

SEC May Issue Final Clawback Regulations Next Month

Deferred Compensation News

The Securities and Exchange Commission (SEC) anticipates issuing final clawback regulations before the end of October 2022.
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Featured image for “A New Approach to Signing and Retention Bonuses”
August 23, 2022

A New Approach to Signing and Retention Bonuses

Deferred Compensation News

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.
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August 09, 2022

Funded or Unfunded NQDC Plans

Deferred Compensation News

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.
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Featured image for “Nonqualified Deferred Compensation Services from Fulcrum Partners, a OneDigital Company”
August 04, 2022

Nonqualified Deferred Compensation Services from Fulcrum Partners, a OneDigital Company

Deferred Compensation News

Fulcrum Partners delivers customized nonqualified deferred compensation services for publicly traded companies, nonprofit organizations, and privately held companies.
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August 02, 2022

Hitting the Home Run in Deferred Compensation + Webinar

Deferred Compensation News

How small and mid-sized companies can reward and retain key employees using deferred compensation
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Featured image for “IRS Announces Pre-Exam Retirement Plan Audit Pilot Program”
June 23, 2022

IRS Announces Pre-Exam Retirement Plan Audit Pilot Program

Deferred Compensation News

A new pre-examination retirement plan audit pilot program will potentially give Plan Sponsors a 90-day window to review their plan documents.
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Featured image for “Steve Broadbent Hosts Webinar on NQDC Tax Audits”
June 09, 2022

Steve Broadbent Hosts Webinar on NQDC Tax Audits

Deferred Compensation News

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).
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Featured image for “Updated Nonqualified Plan Accounting Guide”
June 06, 2022

Updated Nonqualified Plan Accounting Guide

Deferred Compensation News

Fulcrum Partners, a OneDigital Company, has released the 2022 nonqualified plan accounting guide.
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Featured image for “Report: The Use of Rabbi Trusts in an Inflationary Economy”
May 31, 2022

Report: The Use of Rabbi Trusts in an Inflationary Economy

Deferred Compensation News

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.
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Featured image for “Benefits and Retirement Deadline Checklist for June 2022”
May 13, 2022

Benefits and Retirement Deadline Checklist for June 2022

Deferred Compensation News

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