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. Click here to read all recent articles related to the impact of the COVID-19 Pandemic.
Featured image for “Checklist of December Plan Deadlines for Retirement, Medical, and Other Plans”
November 30, 2021

Checklist of December Plan Deadlines for Retirement, Medical, and Other Plans

Isler Dare

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of December Plan Deadlines for Retirement, Medical, and Other Plans.
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Featured image for “Checklist of November Plan Deadlines for Retirement, Medical, and Other Plans”
November 03, 2021

Checklist of November Plan Deadlines for Retirement, Medical, and Other Plans

Isler Dare

November Plan Deadlines for retirement plans and other employee benefits.
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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

Isler Dare

Key insights on How ESG and Proxy Voting Rules for Retirement Plan Fiduciaries may be changing.
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Featured image for “Checklist of September Plan Deadlines for Retirement, Medical, and Other Plans”
September 07, 2021

Checklist of September Plan Deadlines for Retirement, Medical, and Other Plans

Isler Dare

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of September Plan Deadlines for Retirement, Medical, and Other Plans. You can read the full report as a PDF here.
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Featured image for “Correct Retirement Plan Operational Failures and Other Issues”
August 26, 2021

Correct Retirement Plan Operational Failures and Other Issues

Isler Dare

The IRS recently made significant changes to its comprehensive guidelines on how retirement plans can correct operational and other failures. On July 16, 2021, the Internal Revenue Service (the IRS) released Rev. Proc. 2021-30, reflecting important changes to the Employee Plans Compliance Resolution System (the EPCRS) that the IRS previously established for correcting errors in tax-qualified retirement plans.
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April 23, 2021

May 2021 Benefits Deadlines

Isler Dare

Benefit filing deadlines for May 2021, courtesy of Isler Dare.
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April 06, 2021

Upcoming Benefits Deadlines for April 2021

Isler Dare

Reminder of upcoming benefits deadlines for April 2021, including defined benefit contributions.
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February 05, 2021

Benefit Deadlines Checklist

Isler Dare

Benefit deadlines checklist including retirement plan recordkeeper must-dos for February 2021.
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January 22, 2021

Have You Made (or Missed) These Benefits Deadlines?

Isler Dare

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 “Key Implications of the Consolidated Appropriations Act 2021 on Employee Benefit Plans”
January 14, 2021

Key Implications of the Consolidated Appropriations Act 2021 on Employee Benefit Plans

Isler Dare

On January 11, 2021, IslerDare PC published their “Employee Benefits Update”, addressing important aspects of the Consolidated Appropriations Act.
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