Deferred Compensation News and Updates

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

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.

Fulcrum Partners is pleased to share the following retirement deadline report, prepared by the Employee Benefits group at Isler Dare PC.

The U.S. Supreme Court has issued an opinion that could impact retirement plan sponsors of defined contribution plans and 401(k) plans.

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.

Rabbi trusts and Secular trusts are examples of trusts an employer may establish to pay nonqualified deferred compensation benefits.

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.

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.

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.

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