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 “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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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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Featured image for “Pre-Approved Retirement Plan Restatements: Important July 31 Deadline”
May 12, 2022

Pre-Approved Retirement Plan Restatements: Important July 31 Deadline

Deferred Compensation News

Approaching deadline for Pre-Approved Retirement Plan Restatements.
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Featured image for “Lifetime Income Disclosure Deadlines”
May 10, 2022

Lifetime Income Disclosure Deadlines

Deferred Compensation News

Understanding Lifetime Income Disclosures and new regulations and deadlines that call for immediate attention by plan sponsors.
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May 08, 2022

Happy Mother’s Day

Deferred Compensation News

With all the admiration in the world from the Fulcrum Partners team, Happy Mother’s Day!
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Featured image for “Retirement Plan Amendment Deadlines: Critical Dates You Want to Know”
May 05, 2022

Retirement Plan Amendment Deadlines: Critical Dates You Want to Know

Deferred Compensation News

Sponsors of employee benefit plans should be aware of approaching retirement plan amendment deadlines and the need, as a plan sponsor, to take immediate action.
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Featured image for “Retirement Income Replacement Shortfall for Executives Video & Report”
April 28, 2022

Retirement Income Replacement Shortfall for Executives Video & Report

Deferred Compensation News

Video and Report on the retirement income replacement shortfall executives may be facing.
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