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. 
December 18, 2014

Scott Cahill Supports The Love Burkina Faso Festival

Fulcrum Partners

Continuing his support of the Luis Palau Association, Scott Cahill, Managing Director of Fulcrum Partners, and his wife Joanie, have provided a $25,000 donation as a Presenting Sponsor of the Love Burkina Faso Festival. Despite challenges faced by organizers due to civil unrest in the region, the Luis Palau association is committed to providing an experience to enrich the community of Ouagadougou and all Burkina Faso. Read the full press release below, or download from the Resources page. Scott Cahill Donates to Love Burkina Faso
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May 23, 2014

Honoring Memorial Day

Fulcrum Partners

“Courage is contagious. When a brave man takes a stand, the spines of others are stiffened.” –Billy Graham “A Time for Moral Courage”  July 1964.  Fulcrum Partners wishes you and your family a safe and relaxing Memorial Day Weekend. 
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May 01, 2014

Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners

Did You Get Hammered at Tax Time? Do You Need a New Strategy for Pre-Tax Deferral? Released this month in the April issue of  The Exchange for People, a Human Resources eMagazine, is an article by Chris Nyland and Steve Broadbent, both of Fulcrum Partners LLC.  This article, Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, looks at some of the ways current thinking is being challenged on the topic of income deferral. “Employees who once routinely deferred compensation are now rethinking those habits as they consider updates to their financial plans. Among the concerns is whether it might be better to take income today because of the uncertainty of tax increases in the future. The uncertainty was highlighted in the 2012 “fiscal cliff” negotiations in which the top Federal tax rates were increased and a number of “revenue enhancements” were added, which are nothing more than new taxes under the proverbial sheep’s clothing. This article shows how you should consider recent and future tax rate changes and investment returns when analyzing whether to participate in your company’s nonqualified deferred compensation plan (DCP).”
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