FAQs for Plan Sponsors Deferred Compensation

6 FAQs for Plan Sponsors #ICYMI from Fulcrum Partners

Fulcrum Partners Deferred Compensation News

6 FAQs for Plan Sponsors previously published 6.17.2019 Download as a PDF Question: Why do employers, as plan sponsors, offer deferred compensation plans? of employers offer deferred compensation plans in order to create a competitive benefits package of employers want to help plan participants save for retirement beyond the limits of qualified plans of employers believe a deferred comp plan helps …

Adam Monson Fulcrum Partners LLC executive benefit

Creative Executive Benefit Compensation Plans Don’t Just Fall Out of the Sky

Fulcrum Partners Fulcrum Partners NEWS

An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners. And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video …

Phil Currie Fulcrum Partners

Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (July 16, 2019) Fulcrum Partners Managing Director Phil Currie will be a featured presenter at the webinar, “Case Study Overviews,” which is the second training event in an educational series designed to equip and inform financial advisors for incorporating nonqualified deferred compensation plans as part of their client services. The training program is presented by …

Executive Benefits Consulting 7-Step Process

Executive Benefits Consulting 7-Step Process

Fulcrum Partners Executive Benefits News

The team of financial industry professionals at Fulcrum Partners executive benefits consulting knows that you and your company have unique and distinctive needs. With this in mind, we leverage our intellectual capital, experience, and broad multidisciplinary industry relationships for your organization’s success. We invite you to view our 7-step executive benefits consulting process by clicking through the slides below:   …

401k Excess Solution

ICYMI: The 401(k) Excess Contribution Solution

Fulcrum Partners Deferred Compensation News

In case you missed it (#ICYMI), we’re republishing one of the most-read updates we’ve shared this year on Deferred Compensation News and Updates. Download report as a PDF Offsetting the 401(k) Refund To help ensure that a 401(k) plan does not favor business owners or other highly compensated employees (HCEs), plan sponsors are required to perform specific nondiscrimination tests. The …

Fourth of July Fireworks in Boston 2

Independence Day | Happy July 4 Holiday from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

At Fulcrum Partners, we value, respect, and celebrate freedom and independence. Happy Birthday America! Preamble to the Declaration of Independence 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 Dated July 4, 1776 Wishing …

AIG Deferred Compensation Agreements

Deferred Compensation Agreements Put to the Test …and Holding Strong

Fulcrum Partners Executive Benefits News

Just when everyone thought there was nothing more to be said about the bailout issues of the subprime mortgage crisis (2007-2010), it’s back in the headlines. Some 23 former American International Group Inc (AIG) Financial Products (AIGFP) employees[i] have taken their old employer to court. At stake is more than $100 Million in deferred compensation the employees said was contractually …