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 “Self-Selected Peer Group Changes: Window to Submit Updates Begins July 6, 2020”
July 01, 2020

Self-Selected Peer Group Changes: Window to Submit Updates Begins July 6, 2020

executive benefit benchmarking

Corporations wishing to submit changes to their self-selected peer group for proxy disclosure have a short window that commences next Monday, July 6, 2020 at 9:00 AM EST. Institutional Shareholders Services (ISS) published the announcement last week.
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December 02, 2019

2020 Benchmark Policy Updates from Institutional Shareholders Services

executive benefit benchmarking

On November 12, Institutional Shareholder Services Inc. (ISS), announced its new policy updates for 2020. The updates, relevant to the United States and matters of executive pay, relate to the pay-for-performance model and the incorporation of Economic Value Added (EVA) metrics in the model’s secondary ‘Financial Performance Assessment’ (FPA) screen.
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January 17, 2019

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

executive benefit benchmarking

On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do you or your company apply the same level of scrutiny to your executive benefits strategies? Do you know how your plans measure up to your peer company benchmarks? What would improving earnings per share do to your stock price? Are there pennies hidden in the design, cost, or efficiency of your executive benefit plans? Executive Benefit Benchmarking and the Power of Looking Behind the Curtain When a company maximizes the effectiveness of its nonqualified deferred compensation strategy, it improves continuity, reduces vulnerability to talent loss, and increases earnings. Executives are positioned to achieve their personal financial goals and a meaningful partnership is built between key talent and the plan sponsor. By choosing Fulcrum Partners to review your existing benefit plan, you incur zero cost for our services and we will not tie up your time and resources while doing our
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October 02, 2018

Is Your Pay Structured for Lifetime Optimization?

executive benefit benchmarking

“How does your executive compensation and benefits plan rank when compared to that of your peers?” “Even if your benefits plan looks strong now, how does it really pan out and pay off over the years?” “Do you have a plan or do you have what you really need…a thoughtful and well-constructed strategy?” These are all questions you should be asking. And they’re not easy …or even possible… to figure out on your own. Fulcrum Partners can help you know with certainty if your pay is structured for lifetime optimization. When Human Resources executives, compensation committees or C-Suite executives want to know if an executive is being fairly rewarded, they have to be able to see how that key employee’s pay and benefits stack up against the pay and benefits of his or her peer group. Benchmarking Executive Compensation Fulcrum Partners is making it easy to analyze how an executive’s pay (which includes benefits) compares over the years. For many top executives, we’ve already built Retirement Income Replacement Ratio (RIRR) charts. For executives and key employees, we can quickly provide them. To find out if your information is already graphed in an RIRR chart and ready for your review, go
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August 08, 2018

Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

executive benefit benchmarking

PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. “For compensation committees and Human Resource executives to accurately assess how an executive is being rewarded,” said Fulcrum Partners Managing Director Chris Nyland, “they have to see how compensation is distributed, how it is taxed and if it is optimized to best benefit the executive over a lifetime.” Each peer group chart that Fulcrum Partners produces includes real names and hard data from the executive’s identified comparator group. By providing comparison charts that show how an executive’s benefits stack up against the benefits of his or her peers, Fulcrum Partners equips organizations to compete for, and retain, top talent and key employees. Fulcrum Partners makes its unique benchmarking comparison tables easily available to executives and organizations. “In many cases,” said Steve Broadbent, a Fulcrum Partners managing director, “we have already created the PURL, which stands for Personal URL, that presents
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August 10, 2017

Fulcrum Partners Responds to Evolving Executive Benefits Needs

executive benefit benchmarking

Fulcrum Partners Responds to Evolving Executive Benefits Needs PONTE VEDRA BEACH, FLA — (Aug. 10, 2017) Executive benefits advisory, Fulcrum Partners announces the launch of its extensively redesigned website. The updated site is streamlined, responsively conforms to a range of devices and platforms and has straightforward and intuitive navigation and enhanced security features. Bruce Brownell, a Managing Director and one of the company’s founders explained, “We saw the websites of others in our profession continually growing larger and more unwieldy. That’s not us; we don’t work with our clients by overwhelming them with data that isn’t relevant to them. “We opted to go lean and understated on our new website design. Our clients can cut to the chase, see how their executive benefits stack up to those of their peer group and validate that penny by penny, their company isn’t losing its competitive edge.” The website https://www.fulcrumpartnersllc.com is a custom conceptualization and design, with readily accessible content incorporating rapid response functionality. Within the upgraded site’s first 30 days, integrated analytics tracking documented that website traffic increased 43%, pageviews increased 90% and duration of time spent on the website increased 45% versus the same period year-over-year. Managing Director Phil Currie, who
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July 31, 2017

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

executive benefit benchmarking

On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do you or your company apply the same level of scrutiny to your executive benefits strategies? Do you know how your plans measure up to your peer company benchmarks? The Power of Looking Behind the Curtain When a company maximizes the effectiveness of its nonqualified deferred compensation strategy, it improves continuity, reduces vulnerability to talent loss, and increases earnings. Executives are positioned to achieve their personal financial goals and a meaningful partnership is built between key talent and the plan sponsor. By choosing Fulcrum Partners to review your existing benefit plan, you incur zero cost for our services and we will not tie up your time and resources while doing our job. You gain either the market advantage that comes with confidently knowing you have this aspect of your business under control, or the precise and powerful information you need to
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Featured image for “Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?”
September 28, 2016

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

executive benefit benchmarking

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much? On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do you or your company apply the same level of scrutiny to your executive benefits strategies? Do you know how your plans measure up to your peer company benchmarks? What would improving earnings per share do to your stock price? Are there pennies hidden in the design, cost, or efficiency of your executive benefit plans? The Power of Looking Behind the Curtain When a company maximizes the effectiveness of its nonqualified deferred compensation strategy, it improves continuity, reduces vulnerability to talent loss, and increases earnings. Executives are positioned to achieve their personal financial goals and a meaningful partnership is built between key talent and the plan sponsor. By choosing Fulcrum Partners to review your existing benefit plan, you incur zero cost for our services and we will not tie
Read More