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 “Phil Currie Hosts Webinar on Deferred Compensation Strategies”
July 19, 2022

Phil Currie Hosts Webinar on Deferred Compensation Strategies

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Fulcrum Partners, a OneDigital Company, announces an all-access nonqualified deferred compensation webinar hosted by Senior Vice President – Retirement Phil Currie. In a short presentation that requires no pre-registration, Phil looks at “Hitting the Home Run in Deferred Compensation: How Small and Mid-Sized Companies Can Reward Key Employees.”
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June 09, 2022

Steve Broadbent Hosts Webinar on NQDC Tax Audits

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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 “Retirement Income Replacement Shortfall for Executives Video & Report”
April 28, 2022

Retirement Income Replacement Shortfall for Executives Video & Report

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Video and Report on the retirement income replacement shortfall executives may be facing.
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March 17, 2019

Saint Patrick’s Day is a $5.6 Billion Boost to the Global Economy

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Happy Saint Patrick’s Day.
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December 12, 2013

Do You Have a Retirement Plan or a Retirement Strategy?

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Do your company’s retirement plans really work? Consider whether you have a retirement plan or a true retirement strategy. While it is accurate that 92% of the Fortune 1000 companies offer a 409A Nonqualified Deferred Compensation Plan (NQDC) to Key Executives, plans can vary greatly. 409A Nonqualified Deferred Compensation Retirement Plan 409A Nonqualified Deferred Compensation can be the most versatile pay element of Total Rewards. But as you will learn in this informational video, for many, NQDC is the forgotten pay element. The message of this video is simple, but it is one you may not have considered. And it’s five minutes that can change the way you think about retirement tools and retirement planning.  The right strategy can maximize utility for both the plan sponsor and the participant. 
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November 05, 2013

Do Your Company’s Retirement Plans Really Work?

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Fulcrum Partners LLC, executive benefits consultancy, releases new video created to focus on the questions of retirement plans in a whole new way. Developed with the assistance of the creative team at YDraw, this video asks the thought-provoking question, “Do your company’s retirement plans really work?”
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