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 “End-of-Year Retirement Deadline Checklist 2021”
December 09, 2021

End-of-Year Retirement Deadline Checklist 2021

401(k)

Fulcrum Partners is pleased to share the following report of end-of-year retirement deadlines for 2021 from Isler Dare PC.
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November 16, 2021

IRS Contribution Limits 2022 Deep Dive: What’s Most Important to Know

401(k)

What you really need to know about the 2022 IRS contribution limits announced November 4.
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November 05, 2021

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

401(k)

The IRS announces 401(k) limit increase in 2022 to $20,500, up from $19,500 for 2021 and 2020.
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October 01, 2021

Proposed Form 5500 Revisions & Checklist of October Plan Deadlines

401(k)

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of October Plan Deadlines for Retirement, Medical, and Other Plans.
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August 10, 2021

401(k) Nondiscrimination Testing Refunds

401(k)

Has your qualified plan nondiscrimination testing resulted in refunds to any highly compensated employees (HCEs) during the past five years? This is the question posed to 282 public and private for-profit companies, during the 2020 Annual Survey conducted by Newport Retirement Services and PLANSPONSOR.
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Featured image for “Key August Employee Retirement Benefit Deadlines”
August 06, 2021

Key August Employee Retirement Benefit Deadlines

401(k)

As we prepare for the final month of summer, August arrives with new deadlines. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
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June 01, 2021

June Benefits Deadlines

401(k)

Just when you needed a window for scheduling some time off, June rolls in with a shorter than usual checklist of health and retirement benefits deadlines to meet. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
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May 19, 2021

Why Employers Use Nonqualified Deferred Comp Plans

401(k)

As the federal income tax structure is being re-tooled yet again, employers are evaluating the use of nonqualified plans as a strategy for positioning the organization’s executives to save more effectively for retirement. Why employers use nonqualified deferred comp plans includes benefits both for the organization and for its executives.
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May 11, 2021

Plan Participants Guidance from Employee Benefits Security Administration

401(k)

Following our Deferred Compensation News post from last week, “Cybersecurity for Your Defined Benefit Plan”, IslerDare PC has provided a relevant update on recent Employee Benefits Security Administration (EBSA) security updates from the Department of Labor (DOL).
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April 23, 2021

May 2021 Benefits Deadlines

401(k)

Benefit filing deadlines for May 2021, courtesy of Isler Dare.
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