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 “CFO Decision Making: Integrating Executive Benefits into Employee Engagement”
April 17, 2021

CFO Decision Making: Integrating Executive Benefits into Employee Engagement

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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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Featured image for “Employee Compensation Questions in a Post-Pandemic Workplace”
April 10, 2021

Employee Compensation Questions in a Post-Pandemic Workplace

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Questions about employee compensation in a post-pandemic workplace are still front and center for workers and employers.
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Featured image for “10+ Company Employees to be Subject to $1 Million Deduction Limits”
March 30, 2021

10+ Company Employees to be Subject to $1 Million Deduction Limits

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ARPA doubles, for publicly traded companies, the number of employees subject to the annual $1 M compensation deduction limit.
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Featured image for “The Evolving Use of Clawback Provisions in Corporate America”
February 24, 2021

The Evolving Use of Clawback Provisions in Corporate America

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Clawback provision in corporate America may be changing. Here’s why (and how) #ReadMore
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Featured image for “Tax Code Section 162(m) Grandfathering Rules Re: Account Balance Plans and Non-Account Balance Plans”
February 03, 2021

Tax Code Section 162(m) Grandfathering Rules Re: Account Balance Plans and Non-Account Balance Plans

deferred compensation

Deep Dive: 162(m) grandfathering rules for account balance plans & non-account balance plans.
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Featured image for “Have You Made (or Missed) These Benefits Deadlines?”
January 22, 2021

Have You Made (or Missed) These Benefits Deadlines?

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As you question, “where did this month go already” remember to review this list of benefits deadlines. Thank you Isler Dare PC for providing this checklist for us to share.
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Featured image for “Strategic Executive Comp Decisions, Not Kneejerk Reactions”
January 12, 2021

Strategic Executive Comp Decisions, Not Kneejerk Reactions

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Your first strategic step in making executive comp decisions in 2021 starts with Fulcrum Partners.
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Featured image for “Rabbi Trust Put to the Test: Ruby Tuesday”
January 04, 2021

Rabbi Trust Put to the Test: Ruby Tuesday

deferred compensation

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.
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Featured image for “Human Capital Management and Corporate Accountability”
August 21, 2020

Human Capital Management and Corporate Accountability

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Is your organization prepared to be accountable to stakeholders (and the marketplace) for its human capital management policies and practices? If your company is still looking at human capital as a cost and not an asset, brace yourself for a dramatic perspective shift. As Michael S. Melbinger, attorney and author of the Executive Compensation Blog, has observed, “the COVID-19 pandemic has pushed human capital issues to the fore like never before.”
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Featured image for “This Deferred Compensation Agreement Is a Multi-Million Dollar Home Run”
July 14, 2020

This Deferred Compensation Agreement Is a Multi-Million Dollar Home Run

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How does your retirement plan stack up to Bobby Bonilla’s deferred compensation agreement? If July 1, 2020 came and passed and you didn’t realize it was “Bobby Bonilla Day”, don’t worry. He probably did enough celebrating to make up for anyone else who missed the date.
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