Deferred Compensation News and Updates

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.

Approaching deadline for Pre-Approved Retirement Plan Restatements.

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

With all the admiration in the world from the Fulcrum Partners team, Happy Mother’s Day!

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.

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