Did you miss Fulcrum Partners Managing Director Phil Currie’s presentation on NQDC for Financial Advisors? Here’s our press release about the event to tell you more, plus a link to the slides used in last week’s webinar: Press Release: Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation Slides: NQDC for Financial Advisors Slides Note: This was the …
Top 10 Trends in the Nonprofit Industry By Laurie De Armond and Adam B. Cole The nonprofit industry is anything but static. With numerous external factors influencing daily operations, we’ve compiled a list of what we see as the top ten trends impacting nonprofit organizations with input from Nonprofit Standards, our third annual benchmarking survey. 1. Navigating Political Uncertainty The current political …
PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …
6 FAQs for Plan Sponsors previously published 6.17.2019 Download as a PDF Question: Why do employers, as plan sponsors, offer deferred compensation plans? of employers offer deferred compensation plans in order to create a competitive benefits package of employers want to help plan participants save for retirement beyond the limits of qualified plans of employers believe a deferred comp plan helps …
An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners. And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video …
PONTE VEDRA BEACH, FL — (July 16, 2019) Fulcrum Partners Managing Director Phil Currie will be a featured presenter at the webinar, “Case Study Overviews,” which is the second training event in an educational series designed to equip and inform financial advisors for incorporating nonqualified deferred compensation plans as part of their client services. The training program is presented by …
The team of financial industry professionals at Fulcrum Partners executive benefits consulting knows that you and your company have unique and distinctive needs. With this in mind, we leverage our intellectual capital, experience, and broad multidisciplinary industry relationships for your organization’s success. We invite you to view our 7-step executive benefits consulting process by clicking through the slides below: …
In case you missed it (#ICYMI), we’re republishing one of the most-read updates we’ve shared this year on Deferred Compensation News and Updates. Download report as a PDF Offsetting the 401(k) Refund To help ensure that a 401(k) plan does not favor business owners or other highly compensated employees (HCEs), plan sponsors are required to perform specific nondiscrimination tests. The …
At Fulcrum Partners, we value, respect, and celebrate freedom and independence. Happy Birthday America! Preamble to the Declaration of Independence We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness Dated July 4, 1776 Wishing …
Just when everyone thought there was nothing more to be said about the bailout issues of the subprime mortgage crisis (2007-2010), it’s back in the headlines. Some 23 former American International Group Inc (AIG) Financial Products (AIGFP) employees[i] have taken their old employer to court. At stake is more than $100 Million in deferred compensation the employees said was contractually …