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 “Benefits and Retirement Deadline Checklist for June 2022”
May 13, 2022

Benefits and Retirement Deadline Checklist for June 2022

Deferred Compensation News

Fulcrum Partners is pleased to share the following deadline report, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “Pre-Approved Retirement Plan Restatements: Important July 31 Deadline”
May 12, 2022

Pre-Approved Retirement Plan Restatements: Important July 31 Deadline

Deferred Compensation News

Approaching deadline for Pre-Approved Retirement Plan Restatements.
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Featured image for “Lifetime Income Disclosure Deadlines”
May 10, 2022

Lifetime Income Disclosure Deadlines

Deferred Compensation News

Understanding Lifetime Income Disclosures and new regulations and deadlines that call for immediate attention by plan sponsors.
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May 08, 2022

Happy Mother’s Day

Deferred Compensation News

With all the admiration in the world from the Fulcrum Partners team, Happy Mother’s Day!
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Featured image for “Retirement Plan Amendment Deadlines: Critical Dates You Want to Know”
May 05, 2022

Retirement Plan Amendment Deadlines: Critical Dates You Want to Know

Deferred Compensation News

Sponsors of employee benefit plans should be aware of approaching retirement plan amendment deadlines and the need, as a plan sponsor, to take immediate action.
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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

Deferred Compensation News

Video and Report on the retirement income replacement shortfall executives may be facing.
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Featured image for “Retirement and Other Benefit Deadlines Checklist for May 2022”
April 26, 2022

Retirement and Other Benefit Deadlines Checklist for May 2022

Executive Benefits News

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.
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Featured image for “Video Webinar with Andy Hart: How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals”
April 21, 2022

Video Webinar with Andy Hart: How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals

Deferred Compensation News

Most corporate retirement plans fall short in supporting executive retirement savings goals. Webinar-style video with SVP – Retirement, Andy Hart, talks about filling the gap.
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Featured image for “Andy Hart, SVP Fulcrum Partners, a OneDigital Company, Hosts Webinar on NQDC”
April 20, 2022

Andy Hart, SVP Fulcrum Partners, a OneDigital Company, Hosts Webinar on NQDC

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (April 20, 2022) Fulcrum Partners, a OneDigital Company and a leading executive benefits consulting firm, announces the release of a new report and an upcoming related webinar by Senior Vice President- Retirement Andy Hart. The report, authored by Hart, “How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals,” examines how nonqualified deferred compensation plans (NQDC) may help companies better serve the retirement savings needs of their top executives.
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April 19, 2022

Isler Dare First Quarter 2022 Roundup of New Developments

Fulcrum Partners News

As the first quarter has come to a close, Isler Dare has shared their first quarter roundup with Fulcrum Partners.
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