Retirement Plan Review Checklist

Fulcrum Partners Deferred Compensation News

Sharing this handy Plan Review Checklist from our strategic advertising partners, SRP, Strategic Retirement Partners. Spring Cleaning for Your Retirement Plan Spring is in the air and now could be a great time to do a little spring cleaning for your retirement plan. Here are a few quick things you can do help ensure your plan is in tip top …

Happy Memorial Day Weekend from Fulcrum Partners

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Wishing you a safe, happy Memorial Day weekend from Fulcrum Partners, executive benefits advisory. Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Securities offered through Lion Street Financial, LLC, (LSF) member …

Equal Employment EEO-1 Reporting

Executive Compensation Professionals: Making Sense of EEO-1 Reporting Requirements

Fulcrum Partners Executive Benefits News

As Michael Melbinger, Partner Winston & Strawn, LLP, observes, “This (Equal Employment Opportunity EEO-1 reporting requirements) may be out of the wheelhouse for executive compensation professionals.” Here are Mike’s timely insights: Will Employers be Required to Submit EEO-1 Hours and Pay Data by September 30, 2019? You almost certainly have seen the headlines screaming: Employers Must Submit EEO-1 Hours and …

Happy Mothers Day from Fulcrum Partners

Honoring Mom on Mother’s Day

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Best wishes on Mother’s Day! From the nationwide team at Fulcrum Partners   Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

wood gavel on cash background

Executive Compensation Drafting Tips for Today’s Litigious World

Fulcrum Partners Deferred Compensation News

If you read the Deferred Compensation News, you know we regularly carry important insights from attorney Michael S. Melbinger, Winston Strawn. In his most recent blog, Mike shared two tips that employers should always consider in drafting executive compensation terms, releases, and related documents regarding an executive’s compensation. And of course, Fulcrum Partners always advises you to consult your own …

Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference

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PONTE VEDRA BEACH, FL — (April 30, 2019) Managing Directors Bruce Brownell and G. Scott Cahill are representing Fulcrum Partners executive benefits consultancy at this week’s 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, is being hosted at the Cosmopolitan Las Vegas. In attendance are BDO Alliance USA member firms, respected BDO USA and International …

highly compensated employees Fulcrum Partners

Do Your Company’s Highly Compensated Employees Provide Services to Your Foundation?

Fulcrum Partners Deferred Compensation News

As Winston & Strawn Attorney, Michael Melbinger, observes in the Executive Compensation Blog, many companies and their top executives are still crossing their fingers that revisions are forthcoming to IRS Notice 2019-09. But as time slips by, the potential problems that could be created for publicly traded and for-profit companies become increasingly more disconcerting. Read Mike’s commentary here, in entirety, …

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

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(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …

Happy Easter from Fulcrum Part

Easter Wishes from Fulcrum Partners

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Happy Easter. Happy Passover. From all of us at Fulcrum Partners   Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.