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, a OneDigital Company, Announces the Addition of Sam Robert”
February 02, 2022

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

Bruce Brownell

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.
Read More
Featured image for “Saluting Veterans at Fulcrum Partners, a OneDigital Company”
November 11, 2021

Saluting Veterans at Fulcrum Partners, a OneDigital Company

Bruce Brownell

On Veterans Day 2021, Fulcrum Partners is saluting veterans, including our own Steve Broadbent and Bruce Brownell.
Read More
Featured image for “NQDC Plan Participation Continues to Grow”
April 21, 2021

NQDC Plan Participation Continues to Grow

Bruce Brownell

Plan Sponsor Council of America released a recent study showing NQDC plan participation continued to grow during 2020.
Read More
Featured image for “Rabbi Trust Put to the Test: Ruby Tuesday”
January 04, 2021

Rabbi Trust Put to the Test: Ruby Tuesday

Bruce Brownell

If you are trusting a Rabbi Trust to protect your retirement savings, then you might have been a little taken aback last month if you read the headline, “Ruby Tuesday Tells Court (And Retirees): ‘Pension Funds Are Ours.” In his article published in entirety below, Attorney Mike Melbinger does (as always) a thorough job breaking down the sequence of events impacting the Ruby Tuesday nonqualified plan participants.
Read More
Featured image for “Today is GivingTuesday! 20 Charities You Can Help”
December 01, 2020

Today is GivingTuesday! 20 Charities You Can Help

Bruce Brownell

Fulcrum Partners is proud to be part of GivingTuesday 2020, a global movement of generosity. Your support of others in need could be a critical difference maker in someone’s life. We can’t all devote our lives to charitable service, but we can certainly show our support to those who do by providing the funding that makes valued organizations run. This year we’ve identified 20 charities that have spoken to our lives and our hearts through the beneficial impact they make. We are asking, inviting, encouraging and nudging you to step up and make a gift. As Fulcrum Partners Managing Director & Partner Bruce Brownell shared, “Instead of people feeling frustrated or helpless to change situations they see around them, generosity positions the giver to be part of a movement that genuinely effects beneficial change. When has it ever been more important than it is now to extend a helping hand to lift up someone in need?” Join the Team at Fulcrum Partners in Supporting these 20 Organizations Click on any of the links below to go directly to the donation page for the charity. Daniel Kids (www.danielkids.org/donate/give-now) Luis Palau Association (luispalauassociation.givingfuel.com/give) The Jobs Partnership of Florida (www.jobspartnership.org/donate-form) World Bicycle Relief
Read More
Featured image for “Fulcrum Partners Launches Second GivingTuesday Campaign”
November 24, 2020

Fulcrum Partners Launches Second GivingTuesday Campaign

Bruce Brownell

Fulcrum Partners executive benefits advisory will participate for the second consecutive year in GivingTuesday, a global generosity movement. Since 2012, GivingTuesday has raised billions of dollars for critical causes and receives over 21 billion impressions on social media. Fulcrum Partners encourages everyone to participate by sharing their time, talents or abundance to help others less fortunate. Scheduled each year for the first Tuesday after Thanksgiving, this year, GivingTuesday falls on December 1, 2020.
Read More
Featured image for “How the SECURE Act May Impact Retirement Distribution Elections”
November 13, 2020

How the SECURE Act May Impact Retirement Distribution Elections

Bruce Brownell

How the SECURE Act May Impact Retirement Distribution Elections. A PDF Report from Fulcrum Partners
Read More
Featured image for “Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace”
October 13, 2020

Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace

Bruce Brownell

As an Independent Member of the BDO Alliance USA, Fulcrum Partners is proud to provide our services to CPAs and CPA firms through the new BDO Alliance Marketplace. We partner flexibly with CPA firms, positioning them to expand their offerings and better support their clients in ways that are creative, customized and reliable.
Read More
Featured image for “Fulcrum Partners Helping CPA Firms Serve Clients During Post-Pandemic Transition”
May 20, 2020

Fulcrum Partners Helping CPA Firms Serve Clients During Post-Pandemic Transition

Bruce Brownell

Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.
Read More
Featured image for “Shortchanging Key Executives: New Report by Fulcrum Partners”
May 06, 2020

Shortchanging Key Executives: New Report by Fulcrum Partners

Bruce Brownell

PONTE VEDRA BEACH, FL — (May 6, 2019) Fulcrum Partners, one of the nation’s largest executive benefits advisories has released a report examining how companies may be unintentionally shortchanging the key executives they rely on most. The report, titled, “The Benefits Gap: How it Happens and How to Fix It” is available for download on the  Fulcrum Partners website at  www.fulcrumpartnersllc.com.
Read More