Retirement Means Living the Life You Choose

Coach Harrick Will Tell You: Retirement Means Living Life on Your Own Terms

Fulcrum Partners Fulcrum Partners NEWS, Leadership

For a man that loves the game of basketball, you might think that thirty-plus years of college coaching, taking Division I college teams to the NCAA tournament 16 times, and winning it all by leading UCLA to the National Championship in 1995 would be enough. You might think Coach Jim Harrick would look back on his many legendary accomplishments and …

AALU Doubles Membership Congrats from Fulcrum Partners

Congratulations AALU on Doubling Membership

Fulcrum Partners Fulcrum Partners NEWS, Leadership

Earlier this month, the American Association of Life Underwriters (AALU) announced that by reaching a membership level of more than 4,000 entrepreneurial financial security professionals, the association has now doubled its membership. Many of the managing directors at Fulcrum Partners are members of AALU and we are proud to share AALU’s recent announcement. AALU Doubles Membership Washington, D.C. – AALU today announced …

Save More “Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Save More than a 401(k) or 403(b) Plan Allows

Fulcrum Partners Deferred Compensation News

A nonqualified deferred compensation plan (NQDC) allows employees to save above and beyond the limits of a 401(k) or 403(b) plan. Plus, employees may be able to take advantage of tax benefits not offered with other savings options. Unlike a deferred comp plan, a 401(k) plan, 403(b) plan and Individual Retirement Accounts (IRAs) have limits on how much the employee …

Fulcrum Partners launches Fulcrum Partners Salt Lake City

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

Fulcrum Partners Fulcrum Partners Media Release

FOR IMMEDIATE RELEASE (PONTE VEDRA BEACH, FL March 26, 2019)– Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region. …

Generational Workforce

Generational Workforce Challenges, No You’re Not Imagining Them

Fulcrum Partners Leadership

Fulcrum Partners is pleased to share this article from Donna Bernardi Paul, managing director of BDO’s Business Services & Outsourcing practice. How to Address Generational Workforce Challenges By Donna Bernardi Paul Are differences in work and communication styles in the workplace among the different generations the cause of leadership or supervisory challenges—or is it something else? There have been a plethora …

Fiduciary Excellence Fulcrum Partners

Congratulations SRP, Awarded Fiduciary Excellence Certification

Fulcrum Partners Leadership

Strategic Retirement Partners has been honored with a Certification of Fiduciary Excellence. The award, presented by the Centre for Fiduciary Excellence (CEFEX), honors demonstrated adherence to fiduciary best practices. As part of the award process, Strategic Retirement Partners was subject to a rigorous, multi-month audit and certification protocol, guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that …

Leadership Lesson

#ICYMI Leadership Lessons from College Hoops

Fulcrum Partners Leadership

Planning a weekend of college basketball? We’re reposting an “In Case You Missed It #ICYMI” story that appeared last week on Deferred Compensation News. Thank you Monte Harrick, Managing Director Fulcrum Partners and son of legendary Jim Harrick, for sharing this memory… It’s March…let the Madness Begin! Well, it’s March…and that only means one thing in my household…it’s March Madness. One …

Hardship Withdrawal Rules

Further Insights on the Revised Rules for Retirement Plan Hardship Withdrawals

Fulcrum Partners Deferred Compensation News

Following up our March 12, 2019, blog “Important Changes in the Rules for Hardship Withdrawals from 403(b) Retirement Plans”, we’re sharing these additional insights from Strategic Retirement Partners: Hardship Withdrawals – IRS Issues Proposed Regulation Reflecting Statutory Changes This past November, the IRS issued proposed regulations to effectuate changes made for hardship withdrawals in the Bipartisan Budget Act of 2018. …

Hardship Withdrawal 403b Retirement Plans

Important Changes in the Rules for Hardship Withdrawals from 403(b) Retirement Plans

Fulcrum Partners Deferred Compensation News

Effective January 1, 2019, the rules for hardship withdrawals from many types of retirement plans changed. The changes, which come as a result of revisions to the Tax Cuts and Jobs Act of 2017 and, more specifically, the Bipartisan Budget Act of 2018, generally make it easier for plan participants to withdraw funds from their 401(k) or 403(b) plans, in …