Executive Pay Isn’t Always Structured for Lifetime Optimization

Fulcrum Partners Deferred Compensation and Executive Benefits News, Fulcrum Partners Media Release

“Critical information that other benchmarking reports typically cannot provide…” FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 13, 2018) Understanding executive pay over a lifetime can be a critical differentiator as companies compete for top talent and executives evaluate their opportunities. Two benefits plans may seem very similar at the onset of employment, yet over the years, they may …

The New Tax Law: Why it might make deferred comp programs even more attractive

Fulcrum Partners Deferred Compensation and Executive Benefits News

The following article, written by Jeff Roberts, Manager, ADP Executive Deferred Compensation, was published by PlanAdviser and reprinted here with permission from the author. FOR A WHILE LAST YEAR, the tax bill moving through Congress included changes that would have made it hard to continue offering nonqualified deferred compensation (NQDC) plans to highly paid executives. By the time the Tax …

What To Do After Filing Your Proxy Statement

ICYMI: What Comes Next after Filing Your Proxy Statement

Fulcrum Partners Deferred Compensation and Executive Benefits News

After Filing Your Proxy Statement ICYMI (In Case You Missed It) Fulcrum Partners is sharing these relevant insights from Attorney Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. At Fulcrum Partners, …

After Your Annual Meeting, What’s Your Next Critical Step?

Fulcrum Partners Deferred Compensation and Executive Benefits News

Fulcrum Partners shares important insights from Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. You should always consult your legal and tax advisors, in addition to your discussions with the experienced …

Fulcrum Partners Congratulates Wes Hackett: Celebrating New Beginnings

Fulcrum Partners Fulcrum Partners NEWS

On April 26, 2018, Wes and Amanda Hackett welcomed the arrival of their first child, Kennedy Grace Hackett. The nationwide team of executive benefits advisors at Fulcrum Partners joins Wes and Amanda in celebrating Kennedy Grace, who is eight pounds of perfection and nineteen and a half adorable inches tall. Proud father Wes, says, “Waking up every day as her …

Financial, Tax and Benefits Strategies: Why the Team-Driven Approach Is the Best Hedge Against Tax Reform Uncertainties

Fulcrum Partners Fulcrum Partners NEWS

You and your employees or coworkers are not the only ones concerned about federal tax code revisions. Since last December’s passage of the Tax Cuts and Jobs Act, uncertainties seem to be front and center in nearly every taxpayer’s thoughts. An April 18, 2018, CNBC.com article cited a recent Gallup poll on tax reform and concluded simply: “The majority of …

Fulcrum Partners Supports the AALU Annual Meeting

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FLA — (May 8, 2018) Members of the senior leadership of Fulcrum Partners LLC, executive benefits advisory, were among the thought leaders and influencers participating in this year’s Annual Meeting of the Association for Advanced Life Underwriting (AALU). Held at the Marriott Marquis Washington, D.C., the three-day event kicked off on Sunday, April 29, and attracted top …

Fulcrum Partners Executive Benefits and BDO Alliance USA CPA Firms

Fulcrum Partners Executive Benefits, Supporting BDO Alliance USA CPA Firms

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (May 2, 2018) Fulcrum Partners LLC, a nationwide executive benefits advisory, works in alliance with the select CPA member firms of the BDO Alliance USA. From May 7 through 9, Fulcrum Partners will be part of BDO’s 25th Anniversary Alliance Conference, to be hosted at the Bellagio, Las Vegas, Nevada. This year’s BDO Alliance conference …

Isler Dare Report: Considerations for Locating Missing Retirement Plan Participants

Fulcrum Partners Deferred Compensation and Executive Benefits News

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants. You may read or download the full report as a PDF here.   Executive Overview Changes to the tax environment and Internal Revenue Service (IRS) policies are creating a need for …

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

Fulcrum Partners Deferred Compensation and Executive Benefits News, Fulcrum Partners LLC White Paper

Important Insights on Pre-Tax Income Deferral PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While …