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 “Happy Thanksgiving from the Executive Benefits Team at OneDigital”
November 22, 2022

Happy Thanksgiving from the Executive Benefits Team at OneDigital

Fulcrum Partners News

To our friends, family, clients and colleagues, we are thankful for you, and we wish you a safe and joyful Thanksgiving weekend!
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Featured image for “Retirement Benefits Compliance Webinar for Plan Sponsors: Impact of Legislative and Regulatory Changes”
November 15, 2022

Retirement Benefits Compliance Webinar for Plan Sponsors: Impact of Legislative and Regulatory Changes

Executive Benefits News

Retirement benefits compliance webinar, plus health and human resources topics, time-sensitive for plan sponsors navigating legislative and regulatory changes.
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November 11, 2022

Honoring Our Veterans

Fulcrum Partners News

Today and every day, we honor our Veterans who serve this great country. Thank you from the entire team at Fulcrum Partners, a OneDigital Company.
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Featured image for “More on IRS 2023 Dollar Limits on Compensation and Benefits”
November 02, 2022

More on IRS 2023 Dollar Limits on Compensation and Benefits

Executive Benefits News

Sharing additional insights with you from IslerDare PC on the 2023 IRS Dollar Limits on Compensation and Benefits.
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Featured image for “Recognizing Kristine Lampert and Christine Scott, OneDigital Executive Benefits Team”
October 31, 2022

Recognizing Kristine Lampert and Christine Scott, OneDigital Executive Benefits Team

Fulcrum Partners, a OneDigital Company Media Releases

October is National Women in Business Month and an ideal time to recognize and honor the skills, strengths, passion and compassion of two women who are valued members of the Executive Benefits Team at OneDigital. Senior Vice President – Retirement Kristine Kopsiaftis Lampert and Vice President – Retirement Christine Graves Scott serve the executive benefits needs of public or private companies, helping position their clients to attract and retain key talent through the use of purposefully designed benefit and reward strategies.
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Featured image for “Retirement Benefits Deadlines Checklist for November 2022”
October 27, 2022

Retirement Benefits Deadlines Checklist for November 2022

Executive Benefits News

Fulcrum Partners, a OneDigital Company, is pleased to share the following retirement benefits deadlines report, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “Executive Benefits Trends: Discretionary Company Contributions”
October 25, 2022

Executive Benefits Trends: Discretionary Company Contributions

Executive Benefits News

In a complex corporate environment, the use of discretionary company contributions to reward key employees is on the rise.
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Featured image for “IRS Announces 2023 Retirement Plan Contribution Limits”
October 23, 2022

IRS Announces 2023 Retirement Plan Contribution Limits

Fulcrum Partners News

The IRS announcement of 2023 retirement plan contribution limits reflects the rising cost of living.
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Featured image for “Simple Answers About Funding Executive Benefits With COLI”
October 18, 2022

Simple Answers About Funding Executive Benefits With COLI

Deferred Compensation News

Simple answers about funding executive benefits with COLI – Answering the questions, “What is COLI?” and “How does corporation owned life insurance work?”
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Featured image for “The Insurance Industry, It’s About Quality of Life”
October 12, 2022

The Insurance Industry, It’s About Quality of Life

Fulcrum Partners News

Nearly 3 million insurance industry workers in the US help create an industry dedicated to protecting quality of life.
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