Do Your Company Retirement Plans Really Work?

Fulcrum Partners Video Raises Questions About Your Retirement Plan

Fulcrum Partners Fulcrum Partners Media Release

With a new video, Fulcrum Partners Video Raises Questions About Your Retirement Plan PONTE VEDRA BEACH, FL–(Marketwired – Feb 5, 2014) – Recognizing that discussions of executive benefits planning and your retirement plan can feel complex and even tedious, Fulcrum Partners LLC has turned to video animator Ydraw, to bring its message to life in a fresh and energized way. …

Fulcrum Partners is Helping Launch a New Human Resources EZine

Fulcrum Partners Fulcrum Partners NEWS

People Strategy Exchange (PSX) is a new ezine targeting a range of Human Resources issues. Fulcrum Partners LLC is proud to be a founding sponsor of this online human resources publication.  If you are part of the Fulcrum Partners LLC  mailing list, you have already received an email about PSX. That email was sent to you from edie.kingston@grahall.com, an address you will want …

Fulcrum Partners, Scott Cahill and Love Ethiopia

Scott Cahill of Fulcrum Partners Supports Luis Palau Association

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

  Scott Cahill of Fulcrum Partners Supports Luis Palau Association January 07, 2014 10:00 ET Scott Cahill of Fulcrum Partners Supports Luis Palau Association PONTE VEDRA BEACH, FL–(Marketwired – Jan 7, 2014) – G. Scott Cahill, a founder and managing director at Fulcrum Partners LLC executive benefits consultancy (https://www.fulcrumpartnersllc.com) has generously become a corporate sponsor of the Luis Palau Association’s Love …

Bruce Brownell of Fulcrum Partners leads Total Rewards Discussion

Bruce Brownell of Fulcrum Partners Leads Total Rewards Strategy Roundtable

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL (December 2013) Bruce Brownell, a founder and managing director at Fulcrum Partners (Ponte Vedra Beach, Florida), was a featured Roundtable Discussion Leader at the recent Chief Human Resources Officer Exchange. The three-day event, held at the Ritz-Carlton, Amelia Island, brought together financial and benefits planning strategists and Human Resource Executives representing top public and privately-held organizations. …

Do You Have a Retirement Plan or a Retirement Strategy

Do You Have a Retirement Plan or a Retirement Strategy?

Fulcrum Partners Fulcrum Partners LLC Video

Do your company’s retirement plans really work? Consider whether you have a retirement plan or a true retirement strategy. While it is accurate that 92% of the Fortune 1000 companies offer a 409A Nonqualified Deferred Compensation Plan (NQDC) to Key Executives, plans can vary greatly. 409A Nonqualified Deferred Compensation Retirement Plan 409A Nonqualified Deferred Compensation can be the most versatile pay …

Nonqualified Deferred Compensation

Source Tax Law – NonQualified Plan Can Help Protect Retirement Income from Taxation by Former States of Residence

Fulcrum Partners Fulcrum Partners LLC White Paper

Source Tax Law, White Paper Washington Report (December 3, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends.  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 …

Ann and Stephan Kaufman

Building Legacy: Ann and Stephen Kaufman

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

For many couples, the idea of leaving a legacy is a life goal they strive to achieve. Ann and Stephen Kaufman of Houston, Texas have created such legacy during their lifetime. Earlier this year, they were honored when the  Houston Jewish Book & Arts Fair was renamed as a tribute to them. Now know as the Ann and Stephen Kaufman …

Do Your Companys Retirement Plans Really Work

Do Your Company’s Retirement Plans Really Work?

Fulcrum Partners Fulcrum Partners LLC Video

Fulcrum Partners LLC, executive benefits consultancy, releases new video created to focus on the questions of retirement plans in a whole new way. Developed with the assistance of the creative team at YDraw, this video asks the thought-provoking question, “Do your company’s retirement plans really work?”

Nonqualified Deferred Compensation

Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Washington Report (October 25, 2013) Ponte Vedra Beach, Florida – Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on:  Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this …