Fulcrum Partners publishes report examining how companies may be unintentionally shortchanging the key executives they rely on most.

Shortchanging Key Executives: New Report by Fulcrum Partners

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (May 6, 2019) Fulcrum Partners, one of the nation’s largest executive benefits advisories has released a report examining how companies may be unintentionally shortchanging the key executives they rely on most. The report, titled, “The Benefits Gap: How it Happens and How to Fix It” is available for download on the  Fulcrum Partners website at  www.fulcrumpartnersllc.com.

Executive Compensation Restrictions

Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (April 14, 2020) Fulcrum Partners, a leading executive benefits advisory, has just released a new report on some potential consequences of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on executive compensation. As the report noted, the CARES Act, drafted with urgency to respond to the COVID-19 pandemic, lacks definitions and specificity in a number of important areas that pertain to executive compensation issues.

rabbi trust release

Report Published on Rabbi Trusts During Times of Economic Uncertainty

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (March 26, 2020) Fulcrum Partners, one of the nation’s largest executive benefits advisories, announces publication of “Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress.” The whitepaper, which is available to view online or download as a PDF, provides an overview of nonqualified plan benefit security issues that are important to review during financial or economic turmoil, specifically looking at rabbi trusts as the primary benefit security tools available to nonqualified plan sponsors.

SECURE Act release cover

Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

Fulcrum Partners Fulcrum Partners Media Release

Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law effects various aspects of 401(k) plans. Fulcrum Partners, a leading U.S. executive benefits advisory, has released a report focused on other important implications of the SECURE Act, specifically how it may impact nonqualified deferred compensation (NQDC) plans and retirement distribution elections.

OURSale

Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

At this time of year, with much attention focused on creating magical Christmas experiences for children,  Fulcrum Partners Managing Director Monte Harrick is drawing attention instead to the millions of children around the world who are victims of human trafficking.

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Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

Fulcrum Partners Fulcrum Partners NEWS, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (October 29, 2019) Fulcrum Partners, executive benefits advisory, announces the hiring of Mike Powers, the firm’s new Chief Administrative Officer. Powers, who assumed the newly created role earlier this month, will manage the firm’s day-to-day operations and help facilitate strategic initiatives. Fulcrum Partners is one of the nation’s leading executive benefits consultancies and currently has …

Fulcrum Partners Supports Feeding Children Everywhere

Fulcrum Partners Supports Feeding Children Everywhere

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners Giving

PONTE VEDRA BEACH, FL — (October 22, 2019) With the commitment  of Co-Founder and Managing Director, G. Scott Cahill, Fulcrum Partners, LLC is a supporter of Feeding Children Everywhere (FCE). Dedicated to sustainability, Feeding Children Everywhere offers a Full Cart program to help working individuals and families extend their grocery budget and provide career services, international development, domestic meal distribution, …

phil currie planadviser conference

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

Fulcrum Partners Fulcrum Partners NEWS, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER  National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite …

The Wall That Heals, Johns Creedk, GA Fulcrum Partners

Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …