Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much? On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of …

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Taxes at the Optimal Time. Your Need for a Nonqualified Deferred Compensation Plan

Fulcrum Partners Executive Benefits News

Taxes … at the Optimal Time YOUR NEED FOR A NONQUALIFIED DEFERRED COMPENSATION PLAN A nonqualified deferred compensation plan, NQDC, can provide you flexibility and control in planning when you receive compensation payouts. Income taxes on the payments received are not paid until the year you receive your money. By choosing to defer distributions while you are working (and your tax rate is potentially higher), you can …

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FINRA Regulation and the Cloud

Fulcrum Partners Executive Benefits News

FINRA Regulation and the Cloud FINRA, the Financial Industry Regulatory Authority, deals with the storage of between 50 and 75 BILLION records of information daily. This video explains more about what data the Financial Industry Regulatory Authority stores in the cloud and why. As The Alert Investor, the Financial Industry Regulatory Authority online magazine, points out, “for FINRA, staying on the cutting edge means …

Reward Retain Key Talent Fulcrum Partners

Recruit. Retain. Reward … Retire.

Fulcrum Partners Executive Benefits News

Recruit. Retain. Reward … Retire. NQDC plans can provide employers critical leverage to recruit, retain, reward through to retirement, the key talent that enables the organization to achieve its goals, maintain stability, and satisfy board members and stakeholders. Inspire/influence the behavior of key performers by customizing contribution and vesting schedules to use as performance rewards for executives. A company’s NQDC plans …

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Deferred Comp: Tax Strategy

Fulcrum Partners Executive Benefits News

Deferred Comp: Tax Strategy Some mostly welcome clarification on taxation of deferred comp George G. Jones JD, LL.M, and Mark A. Luscombe JD, LL.M, CPA, authored an article on tax code changes regarding issues of deferred comp. The article was published on the website AccountingToday.com.  Jones is managing editor in CCH’s Washington office and  Luscombe is principal analyst, at Wolters Kluwer Tax …

Kenny DePaola of Fulcrum Partners LLC

Fulcrum Partners Executive Benefits Adds New Financial Consultant

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Fulcrum Partners Executive Benefits Adds New Financial Consultant Ponte Vedra Beach, FL (Sept 8, 2016) FOR IMMEDIATE RELEASE Fulcrum Partners LLC., (Fulcrum Partners executive benefits) continues its aggressive growth commitment, hiring Financial Consultant, Kenneth DePaola. DePaola joins Managing Director Tom Chisholm at the Fulcrum Partners Chicago office. Kenny DePaola comes to Fulcrum Partners from Northwestern Mutual, where he was honored …

Your Need for a Nonqualified Executive Benefits Plan

Your Need for a Nonqualified Deferred Compensation Plan

Fulcrum Partners Executive Benefits News

YOUR NEED FOR A NONQUALIFIED DEFERRED COMPENSATION PLAN Bridging the Gap … A nonqualified deferred compensation plan, NQDC, can serve an important function in helping to fill the significant gap between the combined amount of your social security retirement benefits plus your qualified retirement benefits and the amount of retirement savings you will need in order to replace your current …