Fulcrum Partners Announces Donation to Jacksonville Children’s Program

Fulcrum Partners Fulcrum Partners NEWS

FOR IMMEDIATE RELEASE Fulcrum Partners and the ValMark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the …

Kristine Kopsiaftis Lampert

Kristine Kopsiaftis Lampert, Helping Fulcrum Partners Reach $6B in Assets Under Management

Fulcrum Partners Fulcrum Partners NEWS

Kristine Kopsiaftis Lampert, Managing Director Fulcrum Partners PONTE VEDRA BEACH, FL — (AUG 31, 2017) Founded in 2007, Fulcrum Partners LLC is celebrating its 10-year anniversary, marking a decade of service in executive benefit and nonqualified compensation consulting. As part of the organization’s year-long celebration, the company is paying tribute to each of the managing directors who have helped build …

C-Suite Executive Benefits

Think Everyone Understands C-Suite Executive Benefits? Maybe Not

Fulcrum Partners Deferred Compensation and Executive Benefits News

Financial Advisor (FA Online) recently published an article titled, “C-Suite Executives Could Benefit From Financial Counseling.” The article, written by Karen DeMasters, cited a survey of HR professionals on the topic of C-Suite executive benefits. With nearly 100 human resource professionals involved in the study, the research looked at the participants’ perception of how well (or how poorly) C-Suite executives …

Fulcrum Partners Responds to Evolving Executive Benefits Needs

Fulcrum Partners Responds to Evolving Executive Benefits Needs

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners Responds to Evolving Executive Benefits Needs PONTE VEDRA BEACH, FLA — (Aug. 10, 2017) Executive benefits advisory, Fulcrum Partners announces the launch of its extensively redesigned website. The updated site is streamlined, responsively conforms to a range of devices and platforms and has straightforward and intuitive navigation and enhanced security features. Bruce Brownell, a Managing Director and one …

BDO USA, LLP GROWS REVENUE BY 9.6 PERCENT IN FISCAL 2017

Fulcrum Partners Deferred Compensation and Executive Benefits News

Sharing news from BDO USA (Binder Dijker Otte) BDO USA, LLP GROWS REVENUE BY 9.6 PERCENT IN FISCAL 2017 Firm has More than Doubled Revenues Over Past Four Years Chicago, IL – BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced revenue for the fiscal year ended June 30, 2017 was $1.41 billion, a 9.6 percent …

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Deferred Compensation and Executive Benefits News

On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do …

Steve Broadbent Fulcrum Partners Atlanta

Steve Broadbent, Exemplifying the Fulcrum Partners Executive Benefits Edge

Fulcrum Partners Deferred Compensation and Executive Benefits News, Fulcrum Partners NEWS

For Immediate Release Re: Steve Broadbent, Fulcrum Partners Atlanta PONTE VEDRA BEACH, FL — (July 27, 2017) In 2007, a group of seasoned financial industry professionals founded Fulcrum Partners LLC. Their intent was to bring together exemplary talent in their profession, creating an independent, member-owned firm dedicated to helping companies achieve cost-effective executive benefits plans that reward key leadership in …

Hedge Fund Managers Hedged In By Taxes

Hedge Fund Managers Hedged In By Taxes

Fulcrum Partners Deferred Compensation and Executive Benefits News

The clock is ticking for hedge fund managers and each tick resonates with the distinctive ca-ching of money leaving the manager’s pockets. For years, a tax code loophole enabled hedge fund managers to accumulate offshore gains without the requirement to pay federal or state taxes. Managers of offshore funds could simply defer receipt of compensation (which could be management fees, …

Monte J. Harrick, Fulcrum Partners Los Angeles - Copy

Fulcrum Partners Executive Benefits Advisory Expands, Adding Managing Director Monte Harrick

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Fulcrum Partners Expands, Adding Managing Director Monte Harrick For Immediate Release PONTE VEDRA BEACH, FL – (July 12, 2017) –Fulcrum Partners LLC, a leading executive benefits advisory, announced that industry veteran, Monte Harrick has joined the company as a Managing Director. Harrick will be part of the Fulcrum Partners Los Angeles office, which was established in 2011 by Managing Director …