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 “OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews”
February 16, 2022

OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews

Human Resources

Fulcrum Partners, a OneDigital Company, is proud to share this announcement honoring OneDigital as a 2022 winner of Best Places to Work for Financial Advisers.
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Featured image for “Last-Minute Reminders for Retirement, Health and Welfare Benefit Plan Sponsors”
January 28, 2022

Last-Minute Reminders for Retirement, Health and Welfare Benefit Plan Sponsors

Human Resources

Timely January 31, 2022, reminders for retirement plan sponsors, plus checklist for first quarter 2022.
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Featured image for “Achieving Great Retention in a Climate of Great Resignation”
October 05, 2021

Achieving Great Retention in a Climate of Great Resignation

Human Resources

Why is 2021 being called the year of the Great Resignation? 4 million Americans quit their jobs in July 2021, alone.
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Featured image for “Proposed Form 5500 Revisions & Checklist of October Plan Deadlines”
October 01, 2021

Proposed Form 5500 Revisions & Checklist of October Plan Deadlines

Human Resources

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of October Plan Deadlines for Retirement, Medical, and Other Plans.
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Featured image for “Leveraging Employee Benefits to Combat Labor Shortages”
September 16, 2021

Leveraging Employee Benefits to Combat Labor Shortages

Human Resources

Is your organization maximizing employee benefits to combat the challenges of a diminished workforce?
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Featured image for “The New Diversity in the Boardroom Requirement”
August 19, 2021

The New Diversity in the Boardroom Requirement

Human Resources

The Securities and Exchange Commission (SEC) approved a proposal by Nasdaq related to a new diversity in the boardroom requirement.
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Featured image for “Key August Employee Retirement Benefit Deadlines”
August 06, 2021

Key August Employee Retirement Benefit Deadlines

Human Resources

As we prepare for the final month of summer, August arrives with new deadlines. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
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Featured image for “Employee Financial Stress Takes a Toll on the Workplace”
July 08, 2021

Employee Financial Stress Takes a Toll on the Workplace

Human Resources

Employee financial stress isn’t something that workers can compartmentalize or think about only in their non-working hours. In fact, fifty percent of American employees surveyed say they spend three or more hours of their time at work each week dealing with personal financial issues with twenty percent of that group spending as much as five hours weekly.
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Featured image for “Social Security Statements Get a Facelift”
June 15, 2021

Social Security Statements Get a Facelift

Human Resources

Although the Social Security Administration is giving their social security statements a facelift, they are doing it quietly. Thus far, only selected accounts have received the new benefits statement.
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Featured image for “Remote Workforce Productivity: Who Tops the SBA?”
May 21, 2021

Remote Workforce Productivity: Who Tops the SBA?

Human Resources

If you think your organization’s workforce has accomplished a lot working remotely this past year, consider how you stack up against the Small Business Administration (SBA).
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