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

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

Fulcrum Partners Executive Benefits News

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 qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do …

Steve Broadbent Fulcrum Partners Atlanta

Steve Broadbent, Exemplifying the Fulcrum Partners Executive Benefits Edge

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

For Immediate Release Re: Steve Broadbent, Fulcrum Partners Atlanta PONTE VEDRA BEACH, FL — (July 27, 2017) In 2007, a group of seasoned financial industry professionals founded Fulcrum Partners LLC. Their intent was to bring together exemplary talent in their profession, creating an independent, member-owned firm dedicated to helping companies achieve cost-effective executive benefits plans that reward key leadership in …

Hedge Fund Managers Hedged In By Taxes

Hedge Fund Managers Hedged In By Taxes

Fulcrum Partners Executive Benefits News

The clock is ticking for hedge fund managers and each tick resonates with the distinctive ca-ching of money leaving the manager’s pockets. For years, a tax code loophole enabled hedge fund managers to accumulate offshore gains without the requirement to pay federal or state taxes. Managers of offshore funds could simply defer receipt of compensation (which could be management fees, …

Monte J. Harrick, Fulcrum Partners Los Angeles - Copy

Fulcrum Partners Executive Benefits Advisory Expands, Adding Managing Director Monte Harrick

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Fulcrum Partners Expands, Adding Managing Director Monte Harrick For Immediate Release PONTE VEDRA BEACH, FL – (July 12, 2017) –Fulcrum Partners LLC, a leading executive benefits advisory, announced that industry veteran, Monte Harrick has joined the company as a Managing Director. Harrick will be part of the Fulcrum Partners Los Angeles office, which was established in 2011 by Managing Director …