2016 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

The following update was prepared by IslerDare PC and is shared here with their permission as Fulcrum Partners continues to provide education and insight on the changes and clarifications to rules involving employment benefit plans. You may download this report on the Resources Page (2016 Year-End Compliance Checklist) of the Fulcrum Partners website. 2016 Year-End Compliance Checklist: Employment Benefit Plans With the results of …

Millennials Wanted: Why Aren’t More Young People Becoming Financial Professionals?

Wanted: New Financial Professionals, a Profession with Room to Grow

Fulcrum Partners Executive Benefits News

Wanted: New Financial Professionals, a Profession with Room to Grow According to an article published last month in The Alert Investor, the number of financial professionals in the United States has declined by 39,000 individuals over the past eight years. Clay Skurdal, the founding partner of Advisors Ahead, says that many college programs lack coursework in holistic services, which he describes …

Roundup of Recent Legal Developments Impacting Your Health and Welfare Plans

Fulcrum Partners Executive Benefits News

The following update was prepared by IslerDare PC and is shared here with their permission as Fulcrum Partners continues to provide education and insight on the changes and clarifications to health plan and benefit rules. You may download this report on the Resources Page (A Roundup of Recent Legal Developments Impacting Your Health and Welfare Plans) of the Fulcrum Partners website. A Roundup …

Executive benefits Fulcrum Partners

Executive Benefits: Leverage to Minimize Your Cost While Maximizing Executive Reward

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners LLC … leverage to minimize your cost while maximizing executive reward Companies that attract remarkable talent have a commanding advantage over their competition. Organizations that retain valued top executives thrive while those that cannot compete may lose their footing, quietly disappearing from the marketplace. Today’s exemplary employees rightfully expect to be rewarded in ways that provide both immediate …

FULCRUM WHITE PAPER 409A and 457

Substantial Risk of Forfeiture: IRC 409A and 457

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Summary: Substantial Risk of Forfeiture, IRC 409A and 457.  After the U.S. Treasury announced changes and modifications to Sections 409A and 457 of the Internal Revenue Code this past June, it also initiated a standard period during which comments could be filed regarded the proposed changes. The deadline for submitting comments to the IRS, regarding modifications to Sections 409A and 457, closed on September 20, …

AALU life insurance professionals

Marc Cadin Named COO of AALU, America’s Leading Organization Life Insurance Professionals

Fulcrum Partners Executive Benefits News

Fulcrum Partners News is pleased to share the following announcement from AALU. The organization’s announcement to the media can also be read on the AALU website. Chief Executive Officer David Stertzer (AALU) announced the promotions of Marc Cadin and Chris Morton at the executive level. RESTON, VA (PRWEB) OCTOBER 24, 2016 AALU CEO David Stertzer announced that Marc Cadin has …