Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (October 31, 2017) As Fulcrum Partners LLC executive benefits advisory commemorates its 10-year corporate anniversary, the organization is recognizing the dedicated team that has helped it grow to thirteen coast-to-coast offices and more than $6B in assets under management. Launched in 2007, with offices in Ponte Vedra Beach and Orlando, Florida, today …

Comprehensive Guide to Nonqualified Deferred Compensation NQDC

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Click this link to download this report as a pdf. When it comes to an executive’s individual preparedness for retirement, both the executive and the organization may have questions about how a Nonqualified Deferred Compensation Plan benefits each party. This two-part series addresses many of the uncertainties and concerns. The WR Marketplace is created by experts at Greenberg Traurig and …

IRS Announces 2018 Pension Plan Limitations

IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018

Fulcrum Partners Executive Benefits News

The following update is the complete announcement by the Internal Revenue Service (IRS) issued on October 19, 2017, regarding 2018 Pension Plan Limitations. You will also find this announcement, in entirety on the Newsroom page of the IRS.gov website. The chart that appears below was developed by Fulcrum Partners for your reference.   2018 Pension Plan Limitations $  18,500 Employee …

Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation

Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation

Fulcrum Partners Executive Benefits News, Fulcrum Partners Giving, Fulcrum Partners NEWS

“…We know this gift has the potential to save lives.” PONTE VEDRA BEACH, FL — (Oct 17, 2017) The Johns Creek Fire Department and the City of Johns Creek (GA) community have received a $3200 donation from the Valmark Global Gift Fund. The donation has enabled the Johns Creek Public Safety Foundation to expand cardiopulmonary resuscitation / automated external defibrillator …

Why tax reform means you should ‘run the numbers’ now.

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

  In the wake of many questions about proposed U.S. federal income tax reform, Fulcrum Partners is pleased to share these informative AALU Washington Report insights.  The WRMarketplace is created by experts at Greenberg Traurig and the AALU staff, led by Jonathan M. Forster, Steven B. Lapidus, Martin Kalb, Richard A. Sirus, and Rebecca Manicone. WRMarketplace #17-40 was written by Greenberg Traurig Shareholder Jonathan M. Forster. …