Bruce Brownell of Fulcrum Partners leads Total Rewards Discussion

Bruce Brownell of Fulcrum Partners Leads Total Rewards Strategy Roundtable

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL (December 2013) Bruce Brownell, a founder and managing director at Fulcrum Partners (Ponte Vedra Beach, Florida), was a featured Roundtable Discussion Leader at the recent Chief Human Resources Officer Exchange. The three-day event, held at the Ritz-Carlton, Amelia Island, brought together financial and benefits planning strategists and Human Resource Executives representing top public and privately-held organizations. …

Do You Have a Retirement Plan or a Retirement Strategy

Do You Have a Retirement Plan or a Retirement Strategy?

Fulcrum Partners Fulcrum Partners LLC Video

Do your company’s retirement plans really work? Consider whether you have a retirement plan or a true retirement strategy. While it is accurate that 92% of the Fortune 1000 companies offer a 409A Nonqualified Deferred Compensation Plan (NQDC) to Key Executives, plans can vary greatly. 409A Nonqualified Deferred Compensation Retirement Plan 409A Nonqualified Deferred Compensation can be the most versatile pay …

Nonqualified Deferred Compensation

Source Tax Law – NonQualified Plan Can Help Protect Retirement Income from Taxation by Former States of Residence

Fulcrum Partners Fulcrum Partners LLC White Paper

Source Tax Law, White Paper Washington Report (December 3, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, is pleased to distribute this AALU Washington Report to its clients and friends.  This continuing series of articles is intended to provide deep insight into trends, events, and issues that impact the design and operation of nonqualified executive benefit …

Ann and Stephan Kaufman

Building Legacy: Ann and Stephen Kaufman

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

For many couples, the idea of leaving a legacy is a life goal they strive to achieve. Ann and Stephen Kaufman of Houston, Texas have created such legacy during their lifetime. Earlier this year, they were honored when the  Houston Jewish Book & Arts Fair was renamed as a tribute to them. Now know as the Ann and Stephen Kaufman …

Do Your Companys Retirement Plans Really Work

Do Your Company’s Retirement Plans Really Work?

Fulcrum Partners Fulcrum Partners LLC Video

Fulcrum Partners LLC, executive benefits consultancy, releases new video created to focus on the questions of retirement plans in a whole new way. Developed with the assistance of the creative team at YDraw, this video asks the thought-provoking question, “Do your company’s retirement plans really work?”

Nonqualified Deferred Compensation

Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Washington Report (October 25, 2013) Ponte Vedra Beach, Florida – Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on:  Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this …

Nonqualified Deferred Compensation

Executive Benefits Consultants, Fulcrum Partners LLC, Shares AALU WRMarketplace Report

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

Washington Report (October 10, 2013) Ponte Vedra Beach, Florida – Executive Benefits Consultants, Fulcrum Partners LLC, is proud to share this AALU WRMarketplace Report on: “Constructive Receipt and Economic Benefit Principles in Deferred Compensation Planning Arrangements” In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this AALU report …

Professional Triathlete Jordan Rapp and Branding Partner Fulcrum Partners LLC share message of World Bicycle Relief.

Fulcrum Partners Teams With Triathlete Jordan Rapp Sharing Message of World Bicycle Relief

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release, Fulcrum Partners NEWS

Working with branding partner Jordan Rapp, Fulcrum Partners LLC, is helping to promote awareness of World Bicycle Relief.  Every time a $134 donation is made to this 501(c)(3) foundation, the life of one person–and four others connected to him or her–is enriched in a meaningful way. Below is the full content of the Fulcrum Partners LLC media release. The release …

Nonqualified Deferred Compensation

“Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements

Fulcrum Partners Fulcrum Partners LLC White Paper, Fulcrum Partners NEWS

(September 19, 2013) Ponte Vedra Beach, Florida -Executive benefits consulting firm, Fulcrum Partners LLC, together with Washington, DC-based AALU, has released a new Washington Report on: “Top-Hat Plan” Exemption Compliance for Deferred Compensation Arrangements. One of the most frequently asked client questions regarding their nonqualified executive benefit plans concerns “Top-Hat” compliance. The AALU Washington Report, prepared by the AALU staff and …