1. The Solium product that is your fit is Solium CapMx

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  2. This is video and audio of the Canadian-focused class held on April 24, 2012.

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  3. This is audio and video of the US-focused class held on April 24, 2012.

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  4. Interested in learning more about Solium’s Communication Services? This seven-minute discovery webinar walks you through our new-plan and transition pieces. Get a peek at high-value communications, including the Shareworks Quick-Start Guide, plan booklet and Exercise Quick Reference.

    Uploaded
  5. A Return to Security: Emerging Deferred Compensation Strategies for Troubled Times

    Original Air Date:
    Thursday March 19, 2009 9:00 – 10:00 am PST

    Presented By: Brian S. Cohen President & CEO RCG LA

    With all the turmoil in the economy, where is it safe? Deferred compensation account balances have been battered by the downturn in the equity and credit markets. The risk of forfeiture, which was an afterthought in the past, is on everyone's radar screen as WaMu and Lehman Brothers made clear. Executives no longer see value from a DCP, instead they are growing anxious about their balances and choosing not to participate in future contributions, especially in light of the new 409A rules, which increases their risk and reduces plan flexibility. Companies are looking to lower their costs. In this environment, companies are looking for strategies that provide more security around the benefits they are offering. If an executive benefit is not perceived as viable by the executive, the ability to attract, retain, and motivate the executive is diminished. On the security side, companies are starting to ask for secure or fixed returns. It's the return of the fixed rate plans that were common in the sixties and seventies. Some companies are looking at alternatives to traditional deferred compensation as a result of the restrictions of 409A. There are several approaches:

    --Offer equity through stock options with vesting schedules. Many privately held companies don't like to do that. They don't want to give up equity in their company.

    --Offer phantom stock and use it as a deferred arrangement. This approach also presents challenges due to the valuation calculations that have to be made. It's complicated for the executive to truly comprehend what they have earned.

    --Offer a post tax strategy that recognizes that the world has changed in the future. It's gaining traction and provides the executive a benefit they "own" from the day it's granted with features that allow a company to motivate an employee to stay. It also doesn't have the costs traditionally associated with deferred compensation plans.

    Unlike the past 8 years, the likelihood that tax rates will rise is almost a certainty. Given this environment, you want to craft a deferred compensation strategy around the fundamental concept of a Roth IRA - mainly pay tax now but not at the time of distribution. The world is being turned upside down by the current economic crisis. The repercussions are altering people's perspective on the appropriate asset management and retirement planning strategies. This in turn is changing the game in deferred compensation. It's no longer about just saving for the future. It's about making sure you have something tomorrow. These new strategies focus on just that issue. Tune into this webcast to learn more.

    # vimeo.com/15364846 Uploaded 39 Plays 0 Comments

Solium - The channel for share plan professionals

Solium Business

Solium is a leading global provider of web-based stock plan administration technology and services.

This channel features videos, webinars and other great content developed for stock plan / share scheme professionals, including certified equity planners.

We…


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Solium is a leading global provider of web-based stock plan administration technology and services.

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We also offer a great selection of white papers that focus on global issues in stock plan admin, including: tax mobility, granting equity globally, participant communications best practices, and much more: solium.com/can_en/html/resources/white_papers.html

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