Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

At this time of year, with much attention focused on creating magical Christmas experiences for children,  Fulcrum Partners Managing Director Monte Harrick is drawing attention instead to the millions of children around the world who are victims of human trafficking.

Money, pen, magnifying glass and the financial report

Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI

Fulcrum Partners Deferred Compensation News

On December 4, 2019, the AALU issued an important WRNewsire AALU Washington Report regarding regulations on Reportable Policy Sales (RPS). The AALU update addresses tax implications for company owned life insurance (COLI) and bank owned life insurance (BOLI) in view of the Treasury Department’s final regulations on RPS. What follows here is an overview of the regulations as provided by AALU. At the end of this overview, you will also find, in entirety, “points 6 through 9” of the previously published Washington Report Newswire analysis.

2020 Benchmark Policy Updates from Institutional Shareholders Services

Fulcrum Partners Executive Benefits News

On November 12, Institutional Shareholder Services Inc. (ISS), announced its new policy updates for 2020. The updates, relevant to the United States and matters of executive pay, relate to the pay-for-performance model and the incorporation of Economic Value Added (EVA) metrics in the model’s secondary ‘Financial Performance Assessment’ (FPA) screen.