Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

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PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER  National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite …

NQDC Plan Compliance with ERISA

For an NQDC Plan, Being Subject to ERISA May Be A Good Thing

Fulcrum Partners Deferred Compensation News

This Sixth Circuit Court of Appeals decision involving a nonqualified deferred compensation plan (NQDC) shows why it can be important for a nonqual plan to comply with Internal Revenue Code Section 409A compliance and the Employee Retirement Income Security Act of 1974 (ERISA) claims procedures. Fulcrum Partners shares these important insights from attorneys Greg Daugherty and Dave Tumen of Porter Wright, first …

Fulcrum Partners Friday Deferred Compensation News Wrap Up

Fulcrum Partners Friday Deferred Compensation News Wrap Up

Fulcrum Partners Deferred Compensation News

In case you missed it (#ICYMI), here are a few of the most-read recent posts on Deferred Compensation News and Updates: Filing VCPs Electronically As of April 1, 2019, all Voluntary Correction Program (VCP) submissions are to be made electronically via www.pay.gov. In January 2019, Form 8950 was updated to reflect the new electronic filing procedures. #ReadMore: IRS Updates Determination Letter Program …

EPCRS isler-dare-irs-updates-09-2019

IRS Updates Determination Letter Program and Revises Correction Procedures Under EPCRS

Fulcrum Partners Deferred Compensation News, Executive Benefits News

Isler Dare Employee Benefits Update Re: IRS Updates Determination Letter Program and Revises Correction Procedures Under Employee Plans Compliance Resolution System (EPCRS) This employee benefits update (first published May 2019)  is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, Jeanne Floyd, and Ashley F. Hedge. Recent Legal Developments for Employee Benefit …

American Worker Happy Labor Day Fulcrum Partners

The American Worker: So Much of the Nation’s Strength, Freedom, and Leadership

Fulcrum Partners Fulcrum Partners NEWS

“The vital force of labor added materially to the highest standard of living and the greatest production the world has ever known, and has brought us closer to the realization of our traditional ideals of economic and political democracy. It is appropriate, therefore, that the nation pays tribute on Labor Day to the creator of so much of the nation’s …

Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations

Fulcrum Partners Fulcrum Partners Giving

PONTE VEDRA BEACH, FL — (Aug 28 2019) The Ponte Vedra Beach, Florida office of Fulcrum Partners is supporting the efforts of two nonprofit organizations, both based in the Jacksonville area. As one of the largest privately held executive benefits consultancies in the US, Fulcrum Partners has 13 nationwide offices, where their managing directors are each committed to local, national …

Phil Currie Presenting at PlanAdviser

Phil Currie Will Present at PLANADVISER National Conference in September

Fulcrum Partners Fulcrum Partners NEWS

Look for Fulcrum Partners’ Phil Currie as a featured speaker at next month’s PLANADVISER National Conference. Phil, who heads the Fulcrum Partners offices in Newport Beach, California and in Salt Lake City, Utah, will be part of a two-member panel discussing The Value of Supplementary Plan Options. The 2019 PLANADVISER National Conference (PANC) will take place September 16-18, at the …

Employee Benefits Update Re: Health Plans and HIPPA Violations

Employee Benefits Update Re: Health Plans and HIPPA Violations

Fulcrum Partners Executive Benefits News

This employee benefits update (first published May 2019)  is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, Jeanne Floyd, and Ashley F. Hedge. Recent Legal Developments for Employee Benefit Plans Executive Summary Status of Association Health Plans: The Department of Labor will be appealing a federal court decision setting aside most …

Institutional Investors and Stakeholders Helping Drive Gender Parity on Corporate Boards

Institutional Investors and Stakeholders Helping Drive Gender Parity on Corporate Boards

Fulcrum Partners Deferred Compensation News, Executive Benefits News

Every company in the S&P 500 now has a woman on its board of directors. In July, Diane Morefield executive vice president and chief financial officer of real estate investment trust, CyrusOne joined the board of the Dallas-based, online car auction site, Copart. According to Equilar, a research firm that analyzes companies’ boards, women now make up 27% of all board …

World Bicycle Relief Tom Chisholm Fulcrum Partners

Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed …