Action Items to Prepare for the 2019 Proxy Season

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …

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 …

Deadline to Update Compensation Peer Group Is December 7

Fulcrum Partners Executive Benefits News

Attorney Michael Melbinger published this important update on the Executive Compensation Blog on November 19, reminding companies of the deadline for updating their compensation peer group and of the recent release of updates the benchmark proxy voting policies. Melbinger also promises further insights on the new policies, which we will be sharing next week on Deferred Compensation News. Consider Updating …

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.

“Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners Executive Benefits News

Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark? In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can …

Valmark Global Gift Fund.

Saluting The Valmark Global Gift Fund #GivingTuesday

Fulcrum Partners Fulcrum Partners Giving

With the excess and abundance of Black Friday and Cyber Monday behind us, we all have an opportunity to refocus, thinking less about ourselves and more about others. Giving Tuesday (#GivingTuesday) is a global giving movement, now in its seventh year. Fueled by social media, collaboration and the innate generosity of the human spirit, the initiative brings diverse groups of …

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 …

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …

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 …