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 …
We work for our families, our futures, and our sincere belief that each day brings hope and new possibilities. Fulcrum Partners wishes you and your family a safe and happy Labor Day weekend. #LaborDay2017.
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 …
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 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 …
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 …
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 …
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 …
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, …
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 …