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2023

How Key Person Life Insurance Can Help Stabilize and Fortify Businesses

Three OneDigital Executive Benefits Team Members Earn NQPA Credentials

OneDigital Executive Benefits Team Shares Retention Strategies at Summit 2023

2022

IRS Basis of Assets

IRS Reminder about RMD

A New Approach to Signing and Retention Bonuses

Nonqualified Deferred Compensation Plan Liabilities and Informal Funding Accounting Guide

The Use of Rabbi Trusts in an Inflationary Economy

Nonqualified Deferred Compensation Audit Technique Guide 2022

Why Executive Retirement Savings Plans Benefit from NQDC

Nonqualified Plan Financing – One Size Does Not Fit All (Revised)

How Deferred Comp Plans Can Help Pass-Through Business (Revised)

Taxes…at the Optimal Time (Revised)

Recruit. Retain. Reward & Retire. (Revised)

Key Components of NQDC (Revised)

2021

CFO Decision Making: Integrating Executive Benefits into Employee Engagement

2020

Portfolio Companies’ COVID-19 Economic Stimulus Relief Incentives

IRS and DOL Should Strengthen Oversight of Executive Retirement Plans

AALU – Highlights from the 54th Annual Heckerling Institute on Estate Planning

Retaining Key Talent with a Split-Dollar Life Insurance Agreement

Recent Settlement Highlights Risks Associated with Top Hat Plans

Answering questions about COVID-19 and your nongovernmental 457(b) plans

Answering Questions About COVID-19 and Your Nonqualified Deferred Compensation Plans

Isler Dare – COVID-19 and Benefit Plans

2019

The OneDigital Executive Benefits Team Consulting Process

Levelized Sinking Fund Study

2018

IRS Guidance: Guidance on the Application of Section 162(m) IRS Tax Notice 2018-68

Creating Long-Term Value for Companies and Their Executives

2017

COLI TOLI Financing Employee Benefits

5 Common Mistakes in Life Insurance Planning

IRS Guidance: 2017 Limitations Adjusted As Provided in Section 415(d), Notice 2016-62

2016

Report from Isler Dare PC: New Section 409A Rules Impact Nonqualified Deferred Compensation Plans

Application of Section 409A to Nonqualified Deferred Compensation Plans

Deferred Compensation Plans for State and Local Agencies and NonProfit Entities

EEOC Releases Final Regulations on Employer Wellness Programs

Department of Labor Increases Salary Level for Exempt Employees

Court Decisions Highlight the Need for Plan Sponsors to Review Recovery and Anti-Assignment Provisions

Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors

2015

Securities and Exchange Commission Adopts Rule for Pay Ratio Disclosure

Nonqualified Deferred Compensation Audit Techniques Guide

Time to Review Your Employee Compensation Arrangements: Report from Isler Dare PC

2014

AALU Nov 3 2014 Electronic DOL Filing

AALU-Report Electronic DOL Filing

AALU Document on FICA Taxes

2013

Source Tax Law – NonQualified Plan Can Help Protect Retirement Income from Taxation by Former States of Residence

Bond, et al v. Marriott International, Inc. et al [10-cv-01256-RWT] Memorandum Opinion and Order 8.9.13