Bruce Brownell of Fulcrum Partners leads Total Rewards Discussion

Bruce Brownell of Fulcrum Partners Leads Total Rewards Strategy Roundtable

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL (December 2013) Bruce Brownell, a founder and managing director at Fulcrum Partners (Ponte Vedra Beach, Florida), was a featured Roundtable Discussion Leader at the recent Chief Human Resources Officer Exchange. The three-day event, held at the Ritz-Carlton, Amelia Island, brought together financial and benefits planning strategists and Human Resource Executives representing top public and privately-held organizations. …

Ann and Stephan Kaufman

Building Legacy: Ann and Stephen Kaufman

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

For many couples, the idea of leaving a legacy is a life goal they strive to achieve. Ann and Stephen Kaufman of Houston, Texas have created such legacy during their lifetime. Earlier this year, they were honored when the  Houston Jewish Book & Arts Fair was renamed as a tribute to them. Now know as the Ann and Stephen Kaufman …

Nonqualified Deferred Compensation

Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Washington Report (October 25, 2013) Ponte Vedra Beach, Florida – Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on:  Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this …

Nonqualified Deferred Compensation

Executive Benefits Consultants, Fulcrum Partners LLC, Shares AALU WRMarketplace Report

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Washington Report (October 10, 2013) Ponte Vedra Beach, Florida – Executive Benefits Consultants, Fulcrum Partners LLC, is proud to share this AALU WRMarketplace Report on: “Constructive Receipt and Economic Benefit Principles in Deferred Compensation Planning Arrangements” In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this AALU report …

Professional Triathlete Jordan Rapp and Branding Partner Fulcrum Partners LLC share message of World Bicycle Relief.

Fulcrum Partners Teams With Triathlete Jordan Rapp Sharing Message of World Bicycle Relief

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release, Fulcrum Partners NEWS

Working with branding partner Jordan Rapp, Fulcrum Partners LLC, is helping to promote awareness of World Bicycle Relief.  Every time a $134 donation is made to this 501(c)(3) foundation, the life of one person–and four others connected to him or her–is enriched in a meaningful way. Below is the full content of the Fulcrum Partners LLC media release. The release …

Nonqualified Deferred Compensation

“Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements

Fulcrum Partners Fulcrum Partners LLC White Paper, Fulcrum Partners NEWS

(September 19, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, together with Washington, DC-based AALU, has released a new Washington Report on: “Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements. One of the most frequently asked client questions regarding their nonqualified executive benefit plans concerns “Top-Hat” compliance. The AALU Washington Report, prepared by the AALU staff and …

Fulcrum Partners Shares Inspirational Message of Triathlete Jordan Rapp

Fulcrum Partners Shares Inspirational Message of Triathlete Jordan Rapp

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Fulcrum Partners has just released an announcement to the media sharing a story you might not expect to hear from an Executive Benefits Consultancy. Fulcrum Partners, Managing Director Tom Chisholm, who is a competitive triathlete himself, found the story of Jordan Rapp so inspirational he shared it first with the Fulcrum Partners team, who quickly realized they wanted to share it with …

Fulcrum Partners LLC Wishes You a Happy Independence Day, July 4 2013

Fulcrum Partners LLC Wishes You a Happy Independence Day, July 4, 2013

Fulcrum Partners Fulcrum Partners NEWS

All of us at Fulcrum Partners LLC wish you and your family a safe, happy, and relaxing July 4th holiday. “In the truest sense, freedom cannot be bestowed; it must be achieved.”  Franklin D. Roosevelt Remember that we are here, at Fulcrum Partners, to help you as you seek to achieve your life goals and strive toward your own personal “independence …