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 “New Pay Vs. Performance Disclosure Rules”
September 27, 2022

New Pay Vs. Performance Disclosure Rules

Executive Benefits News

On August 25, 2022, the SEC voted 3 to 2 to adopt final rules implementing the pay vs. performance disclosure requirement of the Dodd-Frank Act.
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September 20, 2022

Executive Benefits Team to Present at NAIFA Advanced Practice Symposia

Fulcrum Partners, a One Digital Company Media Releases

Vice Presidents – Retirement, Chris Nyland and Kenny DePaola of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Advanced Practice Symposia. Scheduled for September 29, 2022, at the Radnor Hotel in St. Davids (Philadelphia), Pennsylvania, the event will include high-impact presentations by thought leaders in financial planning and insurance.
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September 15, 2022

SEC May Issue Final Clawback Regulations Next Month

Deferred Compensation News

The Securities and Exchange Commission (SEC) anticipates issuing final clawback regulations before the end of October 2022.
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Featured image for “Executive Benefits: Is Your Organization Conspicuous By Its Absence?”
September 14, 2022

Executive Benefits: Is Your Organization Conspicuous By Its Absence?

Executive Benefits News

New executive benefits survey shows the use of NQDC plans is considered to be more important than ever for retaining key employees and top talent.
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Featured image for “The Demographics Drought is About Shortfall, Not Rainfall”
September 06, 2022

The Demographics Drought is About Shortfall, Not Rainfall

Executive Benefits News

While below-average rainfall levels are making headlines, affecting crops and the economy, the demographics drought may be the drought that should concern us most.
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Featured image for “Happy Labor Day Weekend from the Executive Benefits Team at Fulcrum Partners, a OneDigital Company”
September 02, 2022

Happy Labor Day Weekend from the Executive Benefits Team at Fulcrum Partners, a OneDigital Company

Fulcrum Partners News

Happy Labor Day from Fulcrum Partners, a OneDigital Company.
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Featured image for “OneDigital Executive Benefits Team Announces the Retirement of Andy Hart”
September 01, 2022

OneDigital Executive Benefits Team Announces the Retirement of Andy Hart

Fulcrum Partners, a One Digital Company Media Releases

Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at Fulcrum Partners, a OneDigital Company.
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Featured image for “Retirement Plan Benefits and Other Employee Benefits Deadline Checklist for September 2022”
August 30, 2022

Retirement Plan Benefits and Other Employee Benefits Deadline Checklist for September 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following report on upcoming retirement plan benefits deadlines, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “A New Approach to Signing and Retention Bonuses”
August 23, 2022

A New Approach to Signing and Retention Bonuses

Deferred Compensation News

As workers’ expectations evolve and workplace dynamics shift, the functionality and opportunities of signing and retention bonuses are also changing. Instead of giving employees a lump sum payment (cash compensation) either initially or waiting 2-3 years to reward them upon their retention date, some employers use deferred compensation plans strategically to reward their employees immediately.
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Featured image for “Steve Broadbent and Sam Robert Will Present at NAIFA Sales Summit”
August 17, 2022

Steve Broadbent and Sam Robert Will Present at NAIFA Sales Summit

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (Aug 17, 2022) Steve Broadbent and Sam Robert of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Apex Sales Summit and Conference. Speaking on “Expanding Your Market Into Nonqualified Benefits,” the information-loaded presentation will be part of the NAIFA Apex Learning Lab, sponsored by Fulcrum Partners, a OneDigital Company. “Organizations today are extremely focused on hiring and retaining valued talent,” said Senior Vice President Retirement Steve Broadbent. Financial professionals can play a strategic role in helping organizations accomplish this goal by sharing the potential opportunities nonqualified deferred compensation plans can deliver for both the plan participant and the plan sponsor.” NAIFA’S APEX  2022 Sales Summit for the American Advisor has been purposefully designed to serve American advisors focused on increasing performance and production. Vice President Retirement, Sam Robert, said, “Adding nonqualified deferred compensation planning to the services financial professionals provide or facilitate starts with identifying which of their clients might benefit from this strategy. We’re excited to help financial professionals understand the basics of nonqualified deferred compensation as a way for their clients to attract and keep employees critical to growth and success.” The three-day event is hosted at the Arizona Biltmore
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