Fulcrum Partners LLC Happy Thanksgiving

Fulcrum Partners Wishes You a Happy Thanksgiving

Fulcrum Partners Fulcrum Partners NEWS

Wishing you and your family a Happy Thanksgiving from the Managing Directors at Fulcrum Partners LLC. Steve Broadbent, Andy Hart, Tom Chisholm, Chris Nyland, David Fisher, Kristine Kopsiaftis, Roy Imai, Gus Comiskey, Stephen Kaufman, Phil Currie, Scott Cahill, Bruce Brownell, Joe Thompson, and Craig Cayford.    

Acceleration of Benefits following Nonqualified Benefit Plan Terminations

Acceleration of Benefits Following Nonqualified Benefit Plan Terminations

Fulcrum Partners Executive Benefits News

Washington Report (November 13, 2015) Ponte Vedra Beach, Florida Acceleration of Benefits following Nonqualified Benefit Plan Terminations SUMMARY: This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit plans (sometimes referred to as Top Hat plans). We occasionally highlight court cases that may be …

IRS Announces 2016 Pension Plan Limitations

IRS Announces 2016 Pension Plan Limitations

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

IRS Announces 2016 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2016 Ponte Vedra Beach, FL — (October 23, 2015) —  The IRS announced yesterday that there will be no cost of living adjustments for qualified pension and defined contribution plans.  The important retirement plan limits for 2016 and 2015 are summarized below: 2016 2015 Elective Deferral Limit …

Baby Boomers Are Not Prepared for Retirement

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Baby Boomers Are Not Prepared for Retirement According to the Insured Retirement Institute (IRI), many Baby Boomers are not prepared for retirement. That’s a situation that no doubt weighs heavily on the minds of individuals and couples rapidly approaching retirement without adequate (or any) retirement savings. In fact, however, this situation should concern everyone as it foreshadows a problem that will inevitably impact the U.S. …

Wells Fargo Deferred Pay Plan Attacked

Wells Fargo Deferred Pay Plan Allegedly Violates State Law

Fulcrum Partners Executive Benefits News

Wells Fargo Deferred Pay Plan Attacked This past May, Wells Fargo settled a lawsuit covering advisors in California and North Dakota. According to court documents, under terms of the settlement, Wells Fargo paid a total of $5.1 million to 133 advisors. Now, Wells Fargo Advisors is again facing similar allegations in a lawsuit seeking class-action status that was filed against the firm …

Review Compensation Arrangements Relating to Unvested Rights

Review Compensation Arrangements Relating to Unvested Rights Now

Fulcrum Partners Executive Benefits News

Now’s the Time to Review Compensation Arrangements Relating to Unvested Rights As the calendar year winds down, reviewing Compensation Arrangements related to unvested rights is a timely move. In an online article published last week by JD Supra and written by Kimberley Anderson, Jamison Klang, and Marianne O’Bara of Dorsey & Whitney LLP, the authors point out that as the end of the year approaches, correction …

PIRC Report: Australia Reins In Executive Pay

Executive Pay Changes in Australia

Fulcrum Partners Executive Benefits News

Australia  Reins In Executive Pay It’s interesting to see how executive pay differs across various jurisdictions. It has been just over a year since Pensions & Investment Research Consultants Ltd (PIRC), Europe’s largest independent corporate governance and shareholder advisory consultancy, reported that executive pay in Australia would be undergoing significant changes. Stating, “Legislation with teeth puts the bite on excessive payments and builds shareholder engagement,” the update …

Fulcrum Partners Houston Microsite

Fulcrum Partners Expands Executive Benefits Consulting with Microsites

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive …

Scott Cahill of Fulcrum Partners, LLC

Variable Universal Life Insurance

Fulcrum Partners Fulcrum Partners NEWS

Variable Universal Life Insurance: Weighing the Pros and Cons In an August 28, 2015 article, Ed McCarthy, CFP, RICP challenged perceptions about variable universal life insurance, (VUL) pointing out the pros, the cons, and a few misunderstood aspects of this niche insurance product. As McCarthy pointed out, “VUL also generates strong reactions: some advisors swear by it while others swear at it.” Scott Cahill, a …

Fulcrum Partners Shares Securities and Exchange Commission Update

Securities and Exchange Commission Rules on Pay Ratio Disclosure

Fulcrum Partners Executive Benefits News

Securities and Exchange Commission Rules on Pay Ratio Disclosure Earlier this month the Securities and Exchange Commission adopted a final rule requiring a publicly held company to disclose the ratio of the compensation received by its chief executive officer to that of the median compensation received by its employees. The rule is intended to: Provide companies with flexibility in calculating this …