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 “Lifetime Income Disclosure Deadlines”
May 10, 2022

Lifetime Income Disclosure Deadlines

Department of Labor

Understanding Lifetime Income Disclosures and new regulations and deadlines that call for immediate attention by plan sponsors.
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April 19, 2022

Isler Dare First Quarter 2022 Roundup of New Developments

Department of Labor

As the first quarter has come to a close, Isler Dare has shared their first quarter roundup with Fulcrum Partners.
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February 23, 2022

Retirement Deadline Checklist for March 2022

Department of Labor

Fulcrum Partners is pleased to share the following retirement deadline report, prepared by the Employee Benefits group at Isler Dare PC.
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Featured image for “DOL Proposed Regulations Would  Reverse Trump-Era ESG and Proxy Voting Rules for Retirement Plan Fiduciaries”
October 28, 2021

DOL Proposed Regulations Would Reverse Trump-Era ESG and Proxy Voting Rules for Retirement Plan Fiduciaries

Department of Labor

Key insights on How ESG and Proxy Voting Rules for Retirement Plan Fiduciaries may be changing.
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October 01, 2021

Proposed Form 5500 Revisions & Checklist of October Plan Deadlines

Department of Labor

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 17, 2021

DOL Releases Clarifications About Lifetime Income Illustrations

Department of Labor

Late last month, the Employee Benefits Security Administration (EBSA) of the Department of Labor, issued answers regarding the timing of when plan sponsors are required to include lifetime income illustrations on plan participant’s retirement statements. This guidance applies to defined contribution plans only.
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May 11, 2021

Plan Participants Guidance from Employee Benefits Security Administration

Department of Labor

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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May 07, 2021

Cybersecurity for Your Defined Benefit Plan

Department of Labor

Last month, the U.S. Department of Labor (DOL) issued a press release aimed at defined benefit plan sponsors, plan fiduciaries, record keepers, and plan participants. For the first time, the DOL’s Employee Benefits Security Administration issued cybersecurity guidance.
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March 05, 2021

March Compliance Deadlines for Retirement and Other Benefit Plans

Department of Labor

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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September 29, 2020

Proposed New Requirements for Pooled Plan Providers

Department of Labor

In order to remove possible barriers to the broader use of multiple employer plans, the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) of 2019 authorized the establishment of Pooled Employer Plans (“PEPs”), which are defined contribution plans that provide retirement benefits to employees of two or more unrelated employers funded entirely through individual retirement accounts.
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