Tax Reform and the Challenge for Nonprofit Hospitals and Other Organizations

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

When it comes to tax reform, there’s always more than one side to the story. Dozens of American corporations are making headlines, sharing the wealth created when the Tax Cuts and Jobs Act left them with unexpected windfalls. Some organizations are distributing one-time bonuses to their employees, and other companies are using the tax reduction as an opportunity to increase …

Tom Cook Fulcrum Partners Executive Benefits, Newport Beach, CA

Fulcrum Partners Adds Tom Cook to Its Newport Beach, CA Office

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

For Immediate Release PONTE VEDRA BEACH, FL — (February 20, 2018) For the third consecutive year, the Los Angeles and Newport Beach offices of Fulcrum Partners LLC are entering the new year with announcements of growth and expansion. Thomas A. Cook, CFA has joined the team as Financial Consultant at the company’s Newport Beach office. Tom, who has nearly a …

David Grange, speaker at summit sponsored by Kennan Burch

Fulcrum Partners Sponsors Brand Catalyst Partners Summit

Fulcrum Partners Fulcrum Partners NEWS

FOR IMMEDIATE RELEASE FROM FULCRUM PARTNERS PONTE VEDRA BEACH, FL — (January 23, 2018) Fulcrum Partners LLC, one of the largest and leading providers of executive benefits consulting services, is a sponsor of the upcoming Brand Catalyst Partners Summit. The Summit is an invitation-only event that will be held on January 25, 2018 in Orlando, Florida. Presentations during the Summit …

Fulcrum Partners supports Luis Palau Ivory Coast

Fulcrum Partners Executive Benefits Supports Local and Global Initiatives as Servant Leaders

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners NEWS

In this, the season of giving, Fulcrum Partners reflects on a year of Servant Leadership. FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (December 19, 2017)  Executive benefits advisory, Fulcrum Partners LLC, demonstrates leadership through service with its commitment to generosity and volunteerism. As Scott Cahill, a company founder and the managing director of Fulcrum Partners Orlando, explains, “Our role …

A Unique Business Partnership Yields an Innovative Executive Benefits Advisory

A Unique Business Partnership Yields an Innovative Executive Benefits Advisory

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (December 12, 2017) As a year-long celebration of a remarkable decade in business comes to a close, Fulcrum Partners LLC concludes its tribute to its managing directors by honoring the company’s founding office in Ponte Vedra Beach, Florida. Recognized as one of the largest and leading executive benefit advisories in the U.S., …

Non-Qualified Deferred Compensation Plans

Comprehensive Guide to Nonqualified Deferred Compensation NQDC Part 2

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Part 2 of 2 in an in-depth look at the Fundamentals of Nonqualified Deferred Compensation. View/download Part 1 here:  www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide.pdf View/Download Part 2 PDF here: www.fulcrumpartnersllc.com/wp-content/uploads/2017/10/FULCRUM-PARTNERS-NQDC-Guide-Part-2.pdf The WRMarketplace is created exclusively for AALU members by experts at Greenberg Traurig and the AALU staff, led by Jonathan M. Forster, Steven B. Lapidus, Martin Kalb, Richard A. Sirus, and Rebecca Manicone. WRMarketplace #17-43 …

Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (October 31, 2017) As Fulcrum Partners LLC executive benefits advisory commemorates its 10-year corporate anniversary, the organization is recognizing the dedicated team that has helped it grow to thirteen coast-to-coast offices and more than $6B in assets under management. Launched in 2007, with offices in Ponte Vedra Beach and Orlando, Florida, today …

Comprehensive Guide to Nonqualified Deferred Compensation NQDC

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Click this link to download this report as a pdf. When it comes to an executive’s individual preparedness for retirement, both the executive and the organization may have questions about how a Nonqualified Deferred Compensation Plan benefits each party. This two-part series addresses many of the uncertainties and concerns. The WR Marketplace is created by experts at Greenberg Traurig and …