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 “Fulcrum Partners Team Members Receive Top Honors at Summit 2022”
March 11, 2022

Fulcrum Partners Team Members Receive Top Honors at Summit 2022

Fulcrum Partners News

Last week, eight members of the team at Fulcrum Partners, a OneDigital Company, were honored for their accomplishments and leadership in 2021.
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March 01, 2022

Fulcrum Partners, a OneDigital Company Recognizes 5 Catalyst Leaders

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company and a leading executive benefits firm announces the selection of five Catalyst Leaders. Kenny DePaola, Vice President – Retirement, is the first of five Fulcrum Partners team members to be recognized by the organization as a Catalyst Leader.
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Featured image for “Retirement Deadline Checklist for March 2022”
February 23, 2022

Retirement Deadline Checklist for March 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following retirement deadline report, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “Fiduciary Duties of Retirement Plan Sponsors”
February 18, 2022

Fiduciary Duties of Retirement Plan Sponsors

Executive Benefits News

The U.S. Supreme Court has issued an opinion that could impact retirement plan sponsors of defined contribution plans and 401(k) plans.
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Featured image for “OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews”
February 16, 2022

OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews

Fulcrum Partners News

Fulcrum Partners, a OneDigital Company, is proud to share this announcement honoring OneDigital as a 2022 winner of Best Places to Work for Financial Advisers.
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Featured image for “Types of Trusts Used for Paying Benefits Under a Nonqualified Deferred Compensation Plan”
February 10, 2022

Types of Trusts Used for Paying Benefits Under a Nonqualified Deferred Compensation Plan

Deferred Compensation News

Rabbi trusts and Secular trusts are examples of trusts an employer may establish to pay nonqualified deferred compensation benefits.
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Featured image for “Steve Broadbent Discusses Transparency and Diversification Created by NQDC Plans”
February 08, 2022

Steve Broadbent Discusses Transparency and Diversification Created by NQDC Plans

Deferred Compensation News

The author of an article published by Agenda spoke with Steve Broadbent about the new guidance from the U.S. Securities and Exchange Commission (SEC) regarding the need for additional disclosures in cases where companies may be giving stock option awards to executives in advance of a significant corporate announcement.
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Featured image for “Retirement Deadline Checklist for February 2022”
February 04, 2022

Retirement Deadline Checklist for February 2022

Executive Benefits News

Fulcrum Partners is pleased to share the following report on retirement deadlines in February 2022, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “Fulcrum Partners, a OneDigital Company, Announces the Addition of Sam Robert”
February 02, 2022

Fulcrum Partners, a OneDigital Company, Announces the Addition of Sam Robert

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (February 2, 2022) Fulcrum Partners, a OneDigital Company, and one of the leading executive benefits consultancies in the U.S., announced the addition of Sam Robert as Vice President – Retirement.
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Featured image for “Last-Minute Reminders for Retirement, Health and Welfare Benefit Plan Sponsors”
January 28, 2022

Last-Minute Reminders for Retirement, Health and Welfare Benefit Plan Sponsors

Fulcrum Partners News

Timely January 31, 2022, reminders for retirement plan sponsors, plus checklist for first quarter 2022.
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