“Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners Executive Benefits News

Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark? In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can …

Valmark Global Gift Fund.

Saluting The Valmark Global Gift Fund #GivingTuesday

Fulcrum Partners Fulcrum Partners Giving

With the excess and abundance of Black Friday and Cyber Monday behind us, we all have an opportunity to refocus, thinking less about ourselves and more about others. Giving Tuesday (#GivingTuesday) is a global giving movement, now in its seventh year. Fueled by social media, collaboration and the innate generosity of the human spirit, the initiative brings diverse groups of …

Happy Thanksgiving from All of Us at Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

We wish you and your family safe travels, memorable moments, and a very Happy Thanksgiving Holiday. May the good things of life be yours in abundance, not only at Thanksgiving but throughout the coming year. The Team at Fulcrum Partners Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services …

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …

Paul Murray

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners LLC is deeply saddened by the passing of Managing Director Paul Murray. Paul was a loved and valued member of the Fulcrum Partners team. We ask that you please keep Paul’s family in your thoughts and prayers.   Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through …

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …

UNDERSTANDING TOP HAT PLANS

Understanding Top Hat Plans

Fulcrum Partners Executive Benefits News

Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends. You can read the full report here or download it as a PDF:  Top Hat Plans. This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified …

IRS Announces Increases to Contribution Limits for Retirement Savings Accounts

IRS Announces Increases to Contribution Limits for Retirement Savings Accounts

Fulcrum Partners Fulcrum Partners NEWS

On November 1, the Internal Revenue Service (IRS) announced contribution limit increases for various retirement savings plans, including 401(k), 403(b), most 457 plans, and the government’s Thrift Savings Plan. A detailed assessment of the changes, as published by the IRS, appears below the chart. The IRS has announced the 2019 Retirement Savings Plan Limits as follows:         Plan Limits 2018 …