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 “Proposed Form 5500 Revisions & Checklist of October Plan Deadlines”
October 01, 2021

Proposed Form 5500 Revisions & Checklist of October Plan Deadlines

Pension Benefit Guaranty Corporation

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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Featured image for “Special Financial Assistance to Troubled Multiemployer Plans”
August 04, 2021

Special Financial Assistance to Troubled Multiemployer Plans

Pension Benefit Guaranty Corporation

On July 9, 2021, the Pension Benefit Guaranty Corporation (PBGC) issued an Interim Final Rule implementing the American Rescue Plan Act of 2021 (ARPA) provisions for special financial assistance (SFA) to failing multiemployer plans.
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Featured image for “Plan Participants Guidance from Employee Benefits Security Administration”
May 11, 2021

Plan Participants Guidance from Employee Benefits Security Administration

Pension Benefit Guaranty Corporation

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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