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 “Fulcrum Partners Announces Strategic Acquisition by OneDigital”
January 28, 2021

Fulcrum Partners Announces Strategic Acquisition by OneDigital

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Fulcrum Partners, one of the nation’s leading and largest executive benefits advisories, announces it has been purchased by OneDigital Investment Advisors in a strategic acquisition.
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Featured image for “Rabbi Trust Put to the Test: Ruby Tuesday”
January 04, 2021

Rabbi Trust Put to the Test: Ruby Tuesday

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If you are trusting a Rabbi Trust to protect your retirement savings, then you might have been a little taken aback last month if you read the headline, “Ruby Tuesday Tells Court (And Retirees): ‘Pension Funds Are Ours.” In his article published in entirety below, Attorney Mike Melbinger does (as always) a thorough job breaking down the sequence of events impacting the Ruby Tuesday nonqualified plan participants.
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Featured image for “Fulcrum Partners Steps Up: Leading Best by Serving First”
December 21, 2020

Fulcrum Partners Steps Up: Leading Best by Serving First

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Fulcrum Partners Managing Director Monte Harrick has stepped up to ensure that a young group of dedicated high school basketballers don’t lose their varsity season to the disruptions of the COVID-19 pandemic.
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Featured image for “What is a Long Term Incentive Plan and How Does it Work?”
December 17, 2020

What is a Long Term Incentive Plan and How Does it Work?

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A long term incentive plan (LTIP) is a deferred compensation strategy that helps employers retain valued talent by rewarding employees for meeting specific performance goals. The goals, determined by the company as key to the organization’s success, may or may not be tied to the price of company stock shares or the company’s value.
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Featured image for “Today is GivingTuesday! 20 Charities You Can Help”
December 01, 2020

Today is GivingTuesday! 20 Charities You Can Help

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Fulcrum Partners is proud to be part of GivingTuesday 2020, a global movement of generosity. Your support of others in need could be a critical difference maker in someone’s life. We can’t all devote our lives to charitable service, but we can certainly show our support to those who do by providing the funding that makes valued organizations run. This year we’ve identified 20 charities that have spoken to our lives and our hearts through the beneficial impact they make. We are asking, inviting, encouraging and nudging you to step up and make a gift. As Fulcrum Partners Managing Director & Partner Bruce Brownell shared, “Instead of people feeling frustrated or helpless to change situations they see around them, generosity positions the giver to be part of a movement that genuinely effects beneficial change. When has it ever been more important than it is now to extend a helping hand to lift up someone in need?” Join the Team at Fulcrum Partners in Supporting these 20 Organizations Click on any of the links below to go directly to the donation page for the charity. Daniel Kids (www.danielkids.org/donate/give-now) Luis Palau Association (luispalauassociation.givingfuel.com/give) The Jobs Partnership of Florida (www.jobspartnership.org/donate-form) World Bicycle Relief
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Featured image for “Fulcrum Partners Launches Second GivingTuesday Campaign”
November 24, 2020

Fulcrum Partners Launches Second GivingTuesday Campaign

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Fulcrum Partners executive benefits advisory will participate for the second consecutive year in GivingTuesday, a global generosity movement. Since 2012, GivingTuesday has raised billions of dollars for critical causes and receives over 21 billion impressions on social media. Fulcrum Partners encourages everyone to participate by sharing their time, talents or abundance to help others less fortunate. Scheduled each year for the first Tuesday after Thanksgiving, this year, GivingTuesday falls on December 1, 2020.
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Featured image for “Scott Cahill of Fulcrum Partners Talks Lifetime Business Resilience”
November 18, 2020

Scott Cahill of Fulcrum Partners Talks Lifetime Business Resilience

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Fulcrum Partners Managing Director and Partner, Scott Cahill was a featured guest on Nehemiah E-Community Podcast, hosted by Patrice Tsague, founder of Nehemiah Project International and the Nehemiah E-Community.
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Featured image for “How the SECURE Act May Impact Retirement Distribution Elections”
November 13, 2020

How the SECURE Act May Impact Retirement Distribution Elections

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How the SECURE Act May Impact Retirement Distribution Elections. A PDF Report from Fulcrum Partners
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Featured image for “Fulcrum Partners Offering NQDC Webinar for Plan Sponsors and Participants”
October 22, 2020

Fulcrum Partners Offering NQDC Webinar for Plan Sponsors and Participants

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ORLANDO, FL — (October 21, 2020) Fulcrum Partners, a nationwide executive benefits advisory, is hosting an information-packed webinar for NQDC plan sponsors and plan participants.
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Featured image for “Save the Date! NQDC Plan Enrollment Checklist Webinar”
October 19, 2020

Save the Date! NQDC Plan Enrollment Checklist Webinar

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On Tuesday October 27, Fulcrum Partners will host an informative Nonqualified Deferred Compensation NQDC Plan Enrollment Checklist Webinar. Register here today.
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