Fulcrum Partners Houston Microsite

Fulcrum Partners Expands Executive Benefits Consulting with Microsites

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Releases

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive …

Scott Cahill of Fulcrum Partners, LLC

Variable Universal Life Insurance

Fulcrum Partners Fulcrum Partners News

Variable Universal Life Insurance: Weighing the Pros and Cons In an August 28, 2015 article, Ed McCarthy, CFP, RICP challenged perceptions about variable universal life insurance, (VUL) pointing out the pros, the cons, and a few misunderstood aspects of this niche insurance product. As McCarthy pointed out, “VUL also generates strong reactions: some advisors swear by it while others swear at it.” Scott Cahill, a …

Fulcrum Partners Shares Securities and Exchange Commission Update

Securities and Exchange Commission Rules on Pay Ratio Disclosure

Fulcrum Partners Executive Benefits News

Securities and Exchange Commission Rules on Pay Ratio Disclosure Earlier this month the Securities and Exchange Commission adopted a final rule requiring a publicly held company to disclose the ratio of the compensation received by its chief executive officer to that of the median compensation received by its employees. The rule is intended to: Provide companies with flexibility in calculating this …

Fulcrum Partners Help Build School in Rwanda

Fulcrum Partners Helps Build a School in Rwanda

Fulcrum Partners Fulcrum Partners News, Philanthropy

Fulcrum Partners Helps Build a School in Rwanda John Gasangwa was a five-year-old child during the 1994 genocide in Rwanda. His family, forced from their home, took refuge in a Ugandan camp. John explained, “During the Genocide, Rwanda was DARK … After the Genocide Rwanda chose to have hope and continue the process of healing, unity, and reconciliation and focusing …

Fulcrum Partners Supports Luis Palau Association

Fulcrum Partners is Corporate Sponsor for NYC Luis Palau Association Event

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Fulcrum Partners is Corporate Sponsor for NYC Luis Palau Association Event This past month, Fulcrum Partners again served as a corporate sponsor for the Luis Palau Association CityServe ministry, this time, helping to underwrite the cost of the organization’s recent New York City event. Jennifer Jones Austin, head of the Protestant Welfare Agencies of New York City and member of the NY …

The IRS defines requisites of recordkeeping for Plan Sponsors

IRS Releases the Nonqualified Deferred Compensation Audit Techniques Guide

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Releases

IRS Releases the Nonqualified Deferred Compensation Audit Techniques Guide PONTE VEDRA BEACH, FL — (July 28, 2015) The Internal Revenue Service issued its Nonqualified Deferred Compensation Audit Techniques Guide in June of this year. According to this guide, the IRS examinations of nonqualified deferred compensation plans will primarily focus on: (1.) the timing when deferred amounts are includible in the …

Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice

Obama’s Big Idea for Small Savers: Trust the Robo Advisor

Fulcrum Partners Fulcrum Partners News

Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice Obama’s Big Idea for Small Savers: ‘Robo’ Financial Advice (publication date: July 21, 2015) , a Wall Street Journal Opinion/Commentary, authored by Robert Litan and Hal Singer, observes, “If you’re not on a path to a secure retirement, the White House suggests it’s because an evil broker is ripping you off.” As the piece …

SEC Proposes Rules on Compensation Clawback Policies

Compensation Clawback Policies: SEC Proposes New Rules

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

With Securities and Exchange Commission (SEC) proposed rule changes regarding compensation clawback policies potentially leading to Nasdaq, the NYSE, and other national securities exchanges and associations adopting listing standards applicable to listed companies, Fulcrum Partners recommends that listed companies plan for the review of existing incentive-based compensation arrangements and any other plans or agreements that are affected by incentive compensation, such as deferred compensation plans …

DOL Reiterates Its Stance on Top Hat Plans

Fulcrum Partners Executive Benefits News

DOL Reiterates Its Stance on Top Hat Plans In an article written by Rebecca Moore (published in PlanSponsor), Moore provides insights on Department of Labor positions and two lawsuits in which former employees of Marriott International argued that the deferred stock bonus awards (Retirement Awards) program in which they participated was not a top hat plan and was subject to ERISA …