Fulcrum Partners article: Customize Your Long Term Incentive Plans to Attract and Reward Top Talent

Customize Your Long Term Incentive Plans to Attract and Reward Top Talent

Fulcrum Partners Executive Benefits News

The following article, Customize Your Long Term Incentive Plans to Attract and Reward Top Talent, was published in the March 2016 issue of The Resort Trades and is published here with their permission. Customize Your Long Term Incentive Plans to Attract and Reward Top Talent For executives seeking a place in the c-suite, the vacation ownership industry can be extremely attractive. …

NQDC platform is ideally suited for claw back arrangements

SEC Approves Request for Vote Proposed by BoA Shareholder

Fulcrum Partners Executive Benefits News

SEC Approves Request for Vote Proposed by BoA Shareholder At Fulcrum Partners LLC, we’ve long thought that the nonqualified deferred compensation platform is ideally suited for claw back arrangements.  See how Bank of America is taking it to a new level. An article written by Deon Roberts and published by The Charlotte Observer (February-10-2016) provides updates and insights on a request …

Paul Murray-Fulcrum Partners

Paul Murray Joins Fulcrum Partners, LLC

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Fulcrum Partners LLC is proud to announce: Paul Murray Joins Fulcrum Partners as Managing Director Ponte Vedra Beach, FL (January 27, 2016) One of the nation’s largest and leading executive benefits consultancy, Fulcrum Partners LLC., announced that Paul S. Murray has joined the company as a Managing Director. The company expects that Murray’s appointment will expand and strengthen the high …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Clawback of Excess Incentive-Based Compensation: Proposed SEC Rules Changes

Fulcrum Partners Fulcrum Partners News

Fulcrum Partners and the AALU have issued the following update regarding proposed SEC rules requiring member companies to clawback excess incentive-based compensation. While accepted theory often has recommended aligning executive compensation to a company’s financial performance, in light of the rules proposed by the Security and Exchange Commission, as well as other current market trends, companies may wish to reduce executive …

Clawback of Excess Incentive-Based Compensation, Proposed SEC Rules Changes

Key Person Life Policy Proceeds Owed to Business per Court Ruling

Fulcrum Partners Executive Benefits News

Key Person Life Policy Proceeds Owed to Business per Federal Court Ruling. Fulcrum Partners LLC is pleased to share this most recent update from AALU regarding a Federal District Court of Connecticut ruling on payment of the proceeds of a Key Person Life Policy, after the employee’s retirement. In granting to the company the right to keep the policy’s death benefit, the …

More on How Section 409A Rules

Employee Compensation Review

Fulcrum Partners Human Resources

Employee Compensation Arrangements: Time to Review Earlier this month, Isler Dare PC  published an in-depth report on the timeliness of reviewing employee compensation and benefits arrangements. Among the points raised in the report is that of the limited correction opportunity for some types of documentary failures. As the report states: The IRS released nonbinding guidance reinforcing a limited correction opportunity for documentary failures …

Fulcrum Partners Supports Vocational School in Rwanda

Fulcrum Partners Philanthropy

Fulcrum Partners LLC is proud to distribute this update, released to the national media on December 14, 2015. Fulcrum Partners Supports Vocational School in Rwanda Through Valmark Global Gift Fund PONTE VEDRA BEACH, FL – (December 14, 2015) – Fulcrum Partners LLC, (www.fulcrumpartnersllc.com) the nation’s leading and largest executive benefits consultancy, has donated $10,000 to support construction of the first vocational …

Nonqualified Deferred Compensation

Deferred Compensation: A Fresh Perspective

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

A Fresh Perspective on Deferred Compensation Forbes Magazine contributor, Steve Parrish, took an interesting look at the benefits of deferred compensation in an article titled, “Delaying Today’s Compensation Could Pay Off In The Future.” Parrish  explained, in simple terms, what distinguishes qualified plans from nonqualified plans. He pointed out that many workers may not be familiar with either concept and that those who …

Fulcrum Partners LLC Happy Thanksgiving

Fulcrum Partners Wishes You a Happy Thanksgiving

Fulcrum Partners Fulcrum Partners News

Wishing you and your family a Happy Thanksgiving from the Managing Directors at Fulcrum Partners LLC. Steve Broadbent, Andy Hart, Tom Chisholm, Chris Nyland, David Fisher, Kristine Kopsiaftis, Roy Imai, Gus Comiskey, Stephen Kaufman, Phil Currie, Scott Cahill, Bruce Brownell, Joe Thompson, and Craig Cayford.