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 “Restatement of Pre-approved Plans”
June 16, 2022

Restatement of Pre-approved Plans

Executive Benefits News

On May 23, the IRS issued the following bulletin on the consequences of missing a deadline for the restatement of pre-approved plans, specifically a pre-approved 401(a) or 403(b) plan.
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May 19, 2022

Not all Mergers and Acquisitions are the Same

Executive Benefits News

Mergers and acquisitions continue to shake up and redefine most industry verticals, but not all mergers and acquisitions are the same.
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April 26, 2022

Retirement and Other Benefit Deadlines Checklist for May 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC, providing you a list of upcoming benefit deadlines.
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February 23, 2022

Retirement Deadline Checklist for March 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following retirement deadline report, prepared by the Employee Benefits group at Isler Dare PC.
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February 18, 2022

Fiduciary Duties of Retirement Plan Sponsors

Executive Benefits News

The U.S. Supreme Court has issued an opinion that could impact retirement plan sponsors of defined contribution plans and 401(k) plans.
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February 04, 2022

Retirement Deadline Checklist for February 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following report on retirement deadlines in February 2022, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “Proposed Rule Changes to SEC 10b5-1 and Impact on Public Company Executives”
January 06, 2022

Proposed Rule Changes to SEC 10b5-1 and Impact on Public Company Executives

Executive Benefits News

Rule SEC 10b5-1 allows major shareholders to sell a pre-established number of shares at a predetermined time and protects executives from the appearance of insider trading.
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January 04, 2022

Wages and Benefits: How Do Companies Stay Competitive in 2022?

Executive Benefits News

As inflation rises, how can companies compete with wages and benefits to attract and keep the key talent they need?
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December 09, 2021

End-of-Year Retirement Deadline Checklist 2021

Executive Benefits News

Fulcrum Partners is pleased to share the following report of end-of-year retirement deadlines for 2021 from Isler Dare PC.
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August 31, 2021

APIs to Increase Access to Financial Disclosure Data

Executive Benefits News

New APIs (Application Programming Interfaces) from the SEC will make the financial disclosure data of EDGAR® companies more readily accessible to the public, which could accelerate stakeholder and consumer scrutiny of key topics including executive pay.
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