Deferred Compensation News and Updates

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.

Timely January 31, 2022, reminders for retirement plan sponsors, plus checklist for first quarter 2022.

Why is 2021 being called the year of the Great Resignation? 4 million Americans quit their jobs in July 2021, alone.

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.

Is your organization maximizing employee benefits to combat the challenges of a diminished workforce?

The Securities and Exchange Commission (SEC) approved a proposal by Nasdaq related to a new diversity in the boardroom requirement.

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.

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.

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.

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).