SEC Relaxes Rule 701(e) Reporting Requirements for Private Company Stock Plans

SEC Relaxes Rule 701 Reporting Requirements for Private Company Stock Plans

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share important insights from Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. We share his comments below: Rules Changes Regarding Private Company Stock Plans On July 18, …

Benefit Restoration Strategies

Benefit Restoration Strategies

Fulcrum Partners Executive Benefits News

Benefit Restoration Strategies: Creating Long-Term Value for Companies and their Executives Fulcrum Partners provides the following case study of a family-owned company that had an outdated shareholder agreement. Further complicating the company’s problems were: (1.) the need to retain certain key employees, and (2.) a pattern of flat earning in recent years. This case study provides straightforward insights into the …

Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA

Fulcrum Partners Fulcrum Partners Media Release

FOR IMMEDIATE RELEASE Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA  PONTE VEDRA BEACH, FLA — (July 24, 2018) Fulcrum Partners LLC, one of the nation’s largest executive benefits advisories, has launched a new webpage targeted to serve the interests of accounting, consulting and service firms, specifically the independent member firms of the …

DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here. Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries can take …

Life, Liberty, and the Pursuit of Happiness

Fulcrum Partners Fulcrum Partners NEWS

“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” — The unanimous Declaration of the thirteen United States of America Two hundred forty-two years have passed … but the values for which our forefathers …