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 “Not all Mergers and Acquisitions are the Same”
May 19, 2022

Not all Mergers and Acquisitions are the Same

Executive Benefits News

Mergers and acquisitions continue to shake up and redefine most industry verticals, but not all mergers and acquisitions are the same.
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Featured image for “Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader”
May 17, 2022

Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company has announced the selection of Adam Monson as one of the organization’s Catalyst Leaders.
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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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