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 …

Nonqualified Defined Contribution Plans

Fulcrum Partners Fulcrum Partners LLC White Paper

Are you looking for a guide to providing unlimited tax deferred contributions for select employees? A nonqualified defined contribution plan can be a valuable tool in providing long-term cash accumulation benefits to select employees of a company. As report author, Monte Harrick explains: A defined contribution NQDC plan is an attractive alternative for companies looking for ways to attract and retain the …

Recent Guidance Affecting Health Plans and Insurance Coverage

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners would like to share this important update from our friends at IslerDare PC, regarding guidance from the Internal Revenue Service (IRS) on Health Savings Accounts limits, delays to the so-called “Cadillac” tax, proposed Department of Labor rules, and other timely issues that could impact health plans and insurance coverage for you and your company. The following content, published …

Long Term Incentive Plan Template (Private Company)

Long Term Incentive Plan Design Template Guidance

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

Five Primary Components to an Effective Long Term Incentive Plan  // LTIP (Private Company) This whitepaper report has been prepared by: Scott Cahill, CLU, Cofounder & Managing Director Fulcrum Partners LLC. Download the White Paper as a PDF:  LTIP . Long Term Incentive Plan Design I. Determine business drivers that trigger awards. For private companies, the measures that we have worked …

Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation

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

FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 14, 2018) As individuals and organizations across the U.S. assess the impact of the federal government Tax Cuts and Jobs Act that went into effect on January 1, 2018, some are reaping the benefit of tax reductions, while other corporations and their executives are regrouping, making strategic adjustments to better position …

Tax Reform and the Challenge for Nonprofit Hospitals and Other Organizations

Fulcrum Partners Deferred Compensation and 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 …

Fulcrum Partners executive benefits, RIRR charts

Fulcrum Partners: Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign

Fulcrum Partners Deferred Compensation and Executive Benefits News

FOR IMMEDIATE RELEASE  PONTE VEDRA BEACH, FL — (February 13, 2018) Fulcrum Partners executive benefits advisory is shaking up top level executives across the country, delivering eye-opening facts about each executive’s benefit and retirement plan. As part of an engagement strategy that is both disruptive and enlightening, many c-suite executives are receiving information packages along with a communication campaign recommending …

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 …