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. Click here to read all recent articles related to the impact of the COVID-19 Pandemic.
Featured image for “IRS Announces 401(K) Limit Increases to $20,500”
November 05, 2021

IRS Announces 401(K) Limit Increases to $20,500

Fulcrum Partners News

The IRS announces 401(k) limit increase in 2022 to $20,500, up from $19,500 for 2021 and 2020.
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Featured image for “Checklist of November Plan Deadlines for Retirement, Medical, and Other Plans”
November 03, 2021

Checklist of November Plan Deadlines for Retirement, Medical, and Other Plans

Fulcrum Partners News

November Plan Deadlines for retirement plans and other employee benefits.
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Featured image for “Last Day to Register: NQDC Enrollment Webinar”
November 01, 2021

Last Day to Register: NQDC Enrollment Webinar

Deferred Compensation News

This webinar will cover what you need to know before the enrollment window closes for 2021.
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Featured image for “DOL Proposed Regulations Would  Reverse Trump-Era ESG and Proxy Voting Rules for Retirement Plan Fiduciaries”
October 28, 2021

DOL Proposed Regulations Would Reverse Trump-Era ESG and Proxy Voting Rules for Retirement Plan Fiduciaries

Fulcrum Partners News

Key insights on How ESG and Proxy Voting Rules for Retirement Plan Fiduciaries may be changing.
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Featured image for “NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company”
October 27, 2021

NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, is offering a NQDC Enrollment Webinar (nonqualified deferred compensation plan), hosted by Senior Vice Presidents, Retirement, Monte Harrick and Steve Broadbent. Scheduled for Tuesday, November 2, 2021, at 10:00 AM Pacific Time/ 1:00 PM Eastern Time.
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Featured image for “Celebrating the Birthday of IRC Section 409A”
October 22, 2021

Celebrating the Birthday of IRC Section 409A

Deferred Compensation News

If IRC Section 409A had an official day on the calendar it would be every October 22nd.
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Featured image for “Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference”
October 20, 2021

Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference

Fulcrum Partners News

Phil Currie, Fulcrum Partners, a OneDigital Company, will be a featured speaker at the NAPA Nonqualified Plan Advisor Conference.
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Featured image for “Webinar for Nonprofit Organizations Seeking to Retain and Reward Key Employees”
October 18, 2021

Webinar for Nonprofit Organizations Seeking to Retain and Reward Key Employees

Deferred Compensation News

This split-dollar life insurance webinar for Nonprofit Organizations offers alternatives to deferred compensation.
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Featured image for “Fulcrum Partners Shares Important Retirement + Wealth Team Updates”
October 15, 2021

Fulcrum Partners Shares Important Retirement + Wealth Team Updates

Fulcrum Partners News

Saumen Chattopadhyay Joins OneDigital’s Retirement + Wealth Team to Strengthen Wealth Management Practice.
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Featured image for “No Increase in Board Compensation for the First Time in a Long Time”
October 12, 2021

No Increase in Board Compensation for the First Time in a Long Time

Deferred Compensation News

Understanding how deferred compensation can play a role in stabilizing boards and supporting board compensation objectives.
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