What better time than now, as we wrap up a month of holiday celebrations, gift giving, generosity, and self-indulgences, to also remember the magic of selfless generosity? This year, for the first time, Fulcrum Partners was privileged to participate in the GivingTuesday massive global movement of generosity.
Merry Christmas & Happy New Year 2020! Wishing You Happy Holidays ~ from all of us at Fulcrum Partners
Chag Sameach! Happy Holiday from all of us at Fulcrum Partners
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.
BDO USA, LLP has released The BDO 600: 2019 Study of Board Compensation Practices of Mid-Market Public Companies. The study examined the compensation practices of 600 midmarket publicly traded companies. #bdo #fulcrumpartners #boardmember #boarddirector
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.
Thank you, Isler Dare PC, for sharing this checklist for December, reminding employers of some of the key yearend compliance deadlines for health, welfare, and retirement plans.
Today is #GivingTuesday!
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.
The executive benefits professionals at Fulcrum Partners wish you a blessed and joyful Thanksgiving holiday. We hope your day is filled with people you love and countless reasons to give thanks.