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 “Hitting the Home Run in Deferred Compensation + Webinar”
August 02, 2022

Hitting the Home Run in Deferred Compensation + Webinar

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How small and mid-sized companies can reward and retain key employees using deferred compensation
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July 19, 2022

Phil Currie Hosts Webinar on Deferred Compensation Strategies

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Fulcrum Partners, a OneDigital Company, announces an all-access nonqualified deferred compensation webinar hosted by Senior Vice President – Retirement Phil Currie. In a short presentation that requires no pre-registration, Phil looks at “Hitting the Home Run in Deferred Compensation: How Small and Mid-Sized Companies Can Reward Key Employees.”
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Featured image for “Steve Broadbent Hosts Webinar on NQDC Tax Audits”
June 09, 2022

Steve Broadbent Hosts Webinar on NQDC Tax Audits

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Fulcrum Partners, a OneDigital Company announces the release of a new NQDC Tax Audits webinar by Senior Vice President- Retirement Steve Broadbent. Discussing “IRS Audits and the NQDC Plan,” Steve Broadbent looks at how the IRS Audit Guide, updated in 2021, provides valued insights for plan sponsors of nonqualified deferred compensation plans (NQDC).
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November 01, 2021

Last Day to Register: NQDC Enrollment Webinar

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This webinar will cover what you need to know before the enrollment window closes for 2021.
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Featured image for “NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company”
October 27, 2021

NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company

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Fulcrum Partners, a OneDigital Company, is offering a NQDC Enrollment Webinar (nonqualified deferred compensation plan), hosted by Senior Vice Presidents, Retirement, Monte Harrick and Steve Broadbent. Scheduled for Tuesday, November 2, 2021, at 10:00 AM Pacific Time/ 1:00 PM Eastern Time.
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October 18, 2021

Webinar for Nonprofit Organizations Seeking to Retain and Reward Key Employees

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This split-dollar life insurance webinar for Nonprofit Organizations offers alternatives to deferred compensation.
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Featured image for “Split-Dollar Life Insurance Webinar for Nonprofit Organizations, Hosted by Monte Harrick, Fulcrum Partners”
October 07, 2021

Split-Dollar Life Insurance Webinar for Nonprofit Organizations, Hosted by Monte Harrick, Fulcrum Partners

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Monte Harrick, Senior Vice President Retirement, Fulcrum Partners, a OneDigital Company, will host an open webinar on the use of split-dollar life insurance as an effective business strategy for rewarding key employees while increasing the likelihood of employee retention. The webinar will be held on Tuesday, October 19, 2021, at 11:00: a.m. Pacific Time/ 2:00 p.m. Eastern Time.
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September 27, 2021

Join Our Intro to NQDC Webinar

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Spots are still available for tomorrow’s NQDC Webinar. Sign up now.
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Featured image for “NQDC Webinar Hosted by Monte Harrick, Fulcrum Partners, a OneDigital Company, Registration Available Now”
September 21, 2021

NQDC Webinar Hosted by Monte Harrick, Fulcrum Partners, a OneDigital Company, Registration Available Now

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Fulcrum Partners, a One Digital Company, will present a free NQDC webinar, “Introduction to Nonqualified Deferred Compensation Plans (NQDC).
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October 26, 2020

NQDC Webinar Preview | Fulcrum Partners

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NQDC Webinar Preview tomorrow, October 27, 2020. Enrolling in a Nonqualified Deferred Compensation Plan. 11:00 AM Pacific Time/ 2 PM Eastern Time
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