Steve Broadbent Remembers President George H. W. Bush

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners joins the nation and the world as we mourn the loss of President George H. W. Bush and honor his legacy of service. Steve Broadbent is a Fulcrum Partners Managing Director in Atlanta. Before becoming part of the Fulcrum Partners team, Steve was the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George …

Tax Reform Elevates Split Dollar Arrangements As Incentive Plan

Tax Reform Elevates Split Dollar Arrangements As Incentive Plan

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Many of you have likely been asked for guidance in determining strategies to attract, retain, and reward key individuals within a tax-exempt organization. Split dollar life insurance arrangements, where the employer advances policy premiums via a loan to the insured executive participant in exchange for an interest in the policy cash value and death benefit until the loan is repaid, …

Happy Hanukkah from Fulcrum Partners

Seasons Greetings and Happy Hanukkah

Fulcrum Partners Fulcrum Partners NEWS

Warmest wishes for a wonderful Hanukkah from everyone at Fulcrum Partners LLC. 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 Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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 …

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 …

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 …

Fulcrum Partners Sponsors TRASF Total Rewards Conference

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Sept. 26, 2018) The Total Rewards Association of South Florida (TRASF) will host the 2018 Total Rewards Conference October 18, at the Florida International University Kovens Conference Center in Miami, Florida. The one-day event will attract representatives from over one hundred organizations committed to fostering education and the exchange of information among compensation and benefits practitioners …

Labor Day: A Chapter in American History

Fulcrum Partners Fulcrum Partners NEWS

Labor Day is more than a transitional long weekend taking us from summer to fall. Although we currently mark the weekend with end-of-summer cookouts or one last trip to the beach, the first Labor Day holidays were intended to send a powerful message about the rights and privileges of hardworking American men and women. Historically, Labor Day was loosely celebrated …

How Deferred Comp Plans Can Help Pass-Through Businesses, a New Report

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Fulcrum Partners is releasing a new report designed to provide insights to pass-through businesses, S-Corporations, partnerships, and LLCs. Organizations such as S-corporations, partnerships, limited liability partnerships (LLP), or limited liability corporations (LLC) that have elected to be taxed as a partnership, are taxed as a pass-through entity. In many cases, a nonqualified deferred compensation plan can help solve the organization’s …