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 “NQDC Plan Participation Continues to Grow”
April 21, 2021

NQDC Plan Participation Continues to Grow

401(k)

Plan Sponsor Council of America released a recent study showing NQDC plan participation continued to grow during 2020.
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April 17, 2021

CFO Decision Making: Integrating Executive Benefits into Employee Engagement

401(k)

In a post-2020 landscape, what changes to the design and purpose of executive benefit plan design impact CFO decision making? A look at NQDC advantages and benefit success strategies.
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March 16, 2021

Fulcrum Partners Reports on Executive Benefits Post 2020

401(k)

Fulcrum Partners, a OneDigital Company, has released a new report, “CFO Decision Making: Integrating Executive Benefits into Employee Engagement.”
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Featured image for “March Compliance Deadlines for Retirement and Other Benefit Plans”
March 05, 2021

March Compliance Deadlines for Retirement and Other Benefit Plans

401(k)

Compliance deadlines for retirement, health & welfare benefit plans are coming up fast with a few already passed. Use this checklist to track what’s ahead.
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February 05, 2021

Benefit Deadlines Checklist

401(k)

Benefit deadlines checklist including retirement plan recordkeeper must-dos for February 2021.
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December 15, 2020

2020 Year-End Compliance Checklist

401(k)

Courtesy of IslerDare PC, we’re providing you a 2020 year-end compliance checklist with actions you may need to take now regarding your organization’s health, welfare and retirement plans.
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Featured image for “IRS Guidance on New Retirement Plan Features Under the SECURE Act”
October 08, 2020

IRS Guidance on New Retirement Plan Features Under the SECURE Act

401(k)

The IRS has issued guidance on new retirement plan features under the SECURE Act, specifically related to long-term, part-time employees.
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Featured image for “Fulcrum Partners Reports on 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes”
August 13, 2020

Fulcrum Partners Reports on 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes

401(k)

PONTE VEDRA BEACH, FL — (August 13, 2020) Fulcrum Partners, a leading executive benefits advisory, announces the publication of “Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes?” The white paper, written by Fulcrum Partners Managing Director and Partner, Steve Broadbent, examines how the COVID-19 pandemic is creating challenges for plan sponsors required to perform specific nondiscrimination tests on the 401(k) plans they offer employees.
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Featured image for “Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans”
March 19, 2020

Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans

401(k)

IslerDare is a legal firm dedicated exclusively to the representation of management in all aspects of labor, employment and employee benefits law. We frequently share their insights here on the Deferred Compensation Blog, and are pleased to provide you this link to their timely newsletter, “The Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans,” and the excerpt featured below, which specifically addresses current IRS positions on issues that could result from the COVID-19 Pandemic. 
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Featured image for “Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions”
February 14, 2020

Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

401(k)

Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law effects various aspects of 401(k) plans. Fulcrum Partners, a leading U.S. executive benefits advisory, has released a report focused on other important implications of the SECURE Act, specifically how it may impact nonqualified deferred compensation (NQDC) plans and retirement distribution elections.
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