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 “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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Featured image for “Isler Dare First Quarter 2022 Roundup of New Developments”
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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Featured image for “Happy Easter from the Team at Fulcrum Partners”
April 15, 2022

Happy Easter from the Team at Fulcrum Partners

Fulcrum Partners News

The team at Fulcrum Partners, a OneDigital Company, wishes you and your family a Happy Easter.
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Featured image for “Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia”
April 13, 2022

Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia

Fulcrum Partners, a One Digital Company Media Releases

Representing Fulcrum Partners, a OneDigital Company, a leading executive benefits consulting firm, Steve Broadbent and Sam Robert will be featured presenters at the NAIFA-FSP 2022 Advanced Practice Symposia. Presented by NAIFA and the Society of FSP (Financial Services Providers), the Advanced Practice Symposia will present thought leaders in advanced financial planning.
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Featured image for “Fulcrum Partners, a OneDigital Company Recognizes Christine Scott as a Catalyst Leader”
April 05, 2022

Fulcrum Partners, a OneDigital Company Recognizes Christine Scott as a Catalyst Leader

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (April 5, 2022) Fulcrum Partners, a OneDigital Company and a leading executive benefits consulting firm, announced the selection of Christine Scott as one of the organization’s Catalyst Leaders. Christine, who is a Vice President – Retirement is the second of five Fulcrum Partners team members to be recognized by the organization as a 2022 Catalyst Leader.
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Featured image for “Retirement Deadline Checklist for April 2022”
March 31, 2022

Retirement Deadline Checklist for April 2022

Deferred Compensation News

Fulcrum Partners is pleased to share the following retirement deadline checklist report, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “SBA Announces Another EIDL Extension for Business and Not-For-Profits”
March 29, 2022

SBA Announces Another EIDL Extension for Business and Not-For-Profits

Deferred Compensation News

SBA announces another loan repayment EIDL extension for business and not-for-profits.
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Featured image for “Summary of ERISA Fee Litigation Decision by the US Supreme Court”
March 24, 2022

Summary of ERISA Fee Litigation Decision by the US Supreme Court

Deferred Compensation News

Deferred Compensation News is sharing this informative update from Attorneys Greg Daugherty and Rich Helmreich (Porter Wright Morris & Arthur LLP PorterWright) on the Employee Retirement Income Security Act ERISA fee litigation decision announced by the Supreme Court earlier this year.
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Featured image for “Helping You Understand Nonqualified Deferred Compensation”
March 22, 2022

Helping You Understand Nonqualified Deferred Compensation

Fulcrum Partners News

3 popular and quick-read reports to help you understand nonqualified deferred compensation and how it can benefit companies and employees.
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Featured image for “Retirement Planning: By the Numbers”
March 14, 2022

Retirement Planning: By the Numbers

Fulcrum Partners News

Fulcrum Partners, a OneDigital Company, is sharing this chronological look at the basics of retirement planning for workers at every age. This article by Jania Stout, shares insights on important steps to take in each decade of your life.
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