Deferred Compensation News and Updates

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.

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

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.

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

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

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.

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.

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

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

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.