Resources
Available here on our Fulcrum Partners Resources page, you’ll find reports, videos, and news announcements to help you stay informed and make meaningful decisions about your financial wellness and that of others in your organization.
All content is ©copyright protected and is the property of Fulcrum Partners LLC unless otherwise noted.
2020
- Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes? (August 13, 2020)
- The Benefits Gap: How it Happens and How to Fix It (May 5, 2020)
- Executive Compensation Restrictions and the CARES Act (April 14, 2020)
- Answering questions about COVID-19 and your nongovernmental 457(b) plans (April 6, 2020)
- Answering Questions About COVID-19 and Your Nonqualified Deferred Compensation Plans (April 3, 2020)
- Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress (March 26, 2020)
- Impact of the SECURE Act 2019 on NQDC Plans and Retirement Distribution Elections (February 14, 2020)
2019
- Fulcrum Partners LLC – The Consulting Process
- Fulcrum Partners Helps Organizations Compete for and Retain Top Talent
- Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust (2019)
- Offsetting the 401(k) Refund with a Nonqualified Deferred Compensation Plan (2019)
- Nonqualified Deferred Compensation Plans From the Employer’s Perspective (2019)
2018
- Top Hat Plans (2018)
- How Deferred Comp Plans Can Help Pass-Through Businesses (2018)
- Retaining Employees that Are Key but Are Not Highly Compensated (2018)
- Five Primary Components to an Effective Long Term Incentive Plan // LTIP (Private Company)(2018)
- Advantages to Pre-Tax Deferral of Income in An Uncertain Tax Environment 2018 Updates (2018)
- Nonqualified Defined Contribution Plans Providing Unlimited Tax Deferred Contributions for Select Employees (2018)
- Rethinking Executive Compensation While Awaiting Section 162(m) Guidance (2018)
- Leverage to Minimize Your Cost (2018)
2017
- FULCRUM PARTNERS IRC Section 162(m) (2017)
- Non-Qualified Deferral Plans: Not Just for Large Companies (2017)
- Tax Reform and Deferred Compensation: Special Report (2017)
- PART 2: To Fund or Not to Fund: Non-Qualified Deferred Compensation Plans – Funding Options.
- PART 1: The Fundamentals of Non-Qualified Deferred Compensation (2017)
- The Big Six’s “Unified” Tax Framework: Potential Impact & Look Ahead (2017)
- Why Does Executive Benefit Benchmarking Matter So Much (2017)
- 5 Common Mistakes in Life Insurance Planning (2017)
- COLI TOLI Financing Employee Benefits (2017)
- COLI TOLI Taxable vs. Tax Efficient (2017)
2016
- Executive Compensation and Benefits Limits for 2017 Announced by IRS (2016)
- Key Components of Nonqualified Deferred Compensation NQDC (2016)
- DCP Taxes at the Optimal Time (2016)
- DCP Recruit. Retain. Reward … How Nonqualified Deferred Compensation Plans Serve Organizations (2016)
- DCP Bridging the Gap Your Need for a Nonqualified Deferred Compensation Plan (2016)
- Report from Fulcrum Partners 409A and 457 Updates Fulcrum Partners LLC (2016)
- What’s New for the 2016 Tax Return Season? (2016)
- Customize Your Long Term Incentive Plans to Attract and Retain Top Talent Resort Trades (2016)
- SEC’s Proposed Rules Requiring Member Companies to “Clawback” Excess Incentive-Based Compensation (2016)
- Key Person Life Policy Proceeds Owed to Business per Federal Court Ruling (2016)
2015
- Eight Key Questions for IRC § 409A Compliance (2015)
- Nonqualified Deferred Compensation Section 409A Compliance (2015)
- Death Benefits Washington Report (2015)
- NQDC Alert What is New for 2015 Tax Season (2015)
- 162 Bonus Plans (2015)
2014
- The Exchange for People Strategy – Do You Know the Five Essentials of Pay for Performance (2014)
- AALU-Report Electronic DOL Filing (2014)
- The Exchange for People Strategy – A New Look at Executive Retirement Plans (2014)
- The Exchange for People Strategy – From Total Rewards to Total Value Exchange: A Mandate to Engage Key Stakeholders in the Organizations Mission Vision and Values (2014)
- The Exchange for People Strategy – Retail Executive Finance Planning: Finance Golden Years (2014)
- The Exchange for People Strategy – Performance-Based SERPs: Changing the Landscape (2014)
- The Exchange for People Strategy – If They Won’t Eat What You’re Feeding Them… (Feed Them What They’ll Eat) (2014)
- The Exchange for People Strategy – Could the Boom Take You into a Career in Executive Benefits Consulting (2014)
- From Groom Law Group: Series of Limited Scope 409A Audits Underway (2014)
- Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment (2014)
- The Gaping Hole in Your Benchmarking Strategy: an interview with Bruce Brownell, Fulcrum Partners (2014)
- Key Watchwords in Long Term Incentive Compensation: Efficiency, Diversification and Performance by Stephen Kaufman, Fulcrum Partners (2014)
- AALU Document on FICA Taxes, Fulcrum Partners (2014)
2013
- Source Tax Law – NonQualified Plan Can Help Protect Retirement Income from Taxation by Former States of Residence (2013)
- Nonqualified Deferred Compensation (2013)
- Top Hat Plan Exemption Compliance for Deferred Compensation Arrangements (2013)
- Using SERPS to Create a Balanced Executive Compensation Program (2013)
- Advantages to Pre Tax Deferral of Income in an Uncertain Tax Environment (2013)
2020
2019
- Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick (December 18, 2019)
- Fulcrum Partners Launches Its First #GivingTuesday Campaign (November 26, 2019)
- Fulcrum Partners Supports Toast to Life MDA Gala (November 14, 2019)
- Fulcrum Partners Executive Benefits Hires Chief Administrative Officer (October 29, 2019)
- Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference (September 12, 2019)
- Fulcrum Partners Supports Feeding Children Everywhere (October 22, 2019)
- Fulcrum Partners Sponsors Luis Palau Festival in Côte d’Ivoire (October 15, 2019)
- Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations (August 28, 2019)
- Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief (August 13, 2019)
- Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals (August 7, 2019)
- Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation (July 16, 2019)
- Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs (May 30, 2019)
- Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference (April 30, 2019)
- Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting (April 23, 2019)
- Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City (March 26, 2019)
2018
- Fulcrum Partners News Becomes Deferred Compensation News (November 14, 2018)
- Fulcrum Partners Sponsors TRASF Total Rewards Conference (September 26, 2018)
- Fulcrum Partners Supports BDO Alliance USA (July 24, 2018)
- Executive Pay Isn’t Always Structured for Lifetime Optimization Says Fulcrum Partners (June 13, 2018)
- Fulcrum Partners Supports the AALA Annual Meeting (May 8, 2018)
- Fulcrum Partners Executive Benefits, Supporting BDO Alliance (May 2, 2018)
- Advantages of Pre-Tax Deferrals (April 19, 2018)
- Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation (March 14, 2018)
- Fulcrum Partners Adds Tom Cook to Its Newport Beach CA Office (February 20, 2018)
- Fulcrum Partners Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign (February 13, 2018)
- Fulcrum Partners Sponsors Brand Catalyst Partners Summit (January 23, 2018)
2017
- A Unique Business Partnership Yields an Innovative Executive Benefits Advisory (December 12, 2017)
- Fulcrum Partners Honors Leadership and Advocacy in Charleston, SC (December 1, 2017)
- Tax Reform and NQDC Fulcrum Partners Media Release (November 13, 2017)
- Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services (October 31, 2017)
- Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation (October 17, 2017)
- Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting (September 28, 2017)
- Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids (September 7, 2017)
- Kristine Kopsiaftis Lampert, Helping Fulcrum Partners Reach $6B in Assets Under Management (August 30, 2017)
- Fulcrum Partners Responds to Evolving Executive Benefits Needs (August 8, 2017)
- Steve Broadbent, Exemplifying the Fulcrum Partners Executive Benefits Edge (July 27, 2017)
- Monte Harrick Joins Fulcrum Partners Los Angeles (July 12, 2017)
- Fulcrum Partners Honors its Executive Benefits Advisory Team in Chicago (June 28, 2017)
- Fulcrum Partners Director Scales Heights Professionally and Personally (May 23, 2017)
- Fulcrum Partners Houston Led by Executive Benefits Pioneers (April 26, 2017)
- Fulcrum Partners Becomes an Independent Member of BDO Alliance USA (March 30, 2017)
- Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach (March 23, 2017)
- Executive Benefits: Sometimes Its Only Rock and Roll (February 28, 2017)
- Fulcrum Partners Chicago Expands Web Presence of Fulcrum Partners LLC (February 21, 2017)
- Aloha! Fulcrum Partners Celebrates 10-Year Milestone (January 26, 2017)
2016
- Fulcrum Partners Executive Benefits Supports Valmark Global Gift Fund (December 12, 2016)
- Fulcrum Partners Executive Benefits Expands Orlando Team (October 13, 2016)
- Fulcrum Partners Executive Benefits Adds New Financial Consultant (September 8, 2016)
- Fulcrum Partners Supports Luis Palau Global Ministry in Malawi (August 11, 2016)
- Fulcrum Partners Adds Financial Consultant as Part of Aggressive Growth Plan (June 7, 2016)
- Fulcrum Partners Continues Strategic Growth Plan, Adding New Financial Consultant (May 3, 2016)
- Fulcrum Partners Advises Resort Industry to Be Competitive for Executive Talent (March 31, 2016)
- Paul Murray Joins Fulcrum Partners LLC as Managing Director (January 27, 2016)
2015
- Fulcrum Partners Supports Vocational School in Rwanda (December 14, 2015)
- Fulcrum Partners LLC. Expands Executive Benefits Consulting with Microsites (September 30, 2015)
- Fulcrum Partners is a Corporate Sponsor for NYC Luis Palau Association Event (July 29, 2015)
- Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project (May 19, 2015)
- NQDC Alert: What’s New For the 2015 Tax Season (March 12, 2015)
2014
- Scott Cahill and Fulcrum Partners Support Burkina Faso Ministry (December 18, 2014)
- Fulcrum Partners Helps Build a Rwandan School through Valmark Global Gift Fund 2014 (December 16, 2014)
- Electronic DOL Filing for Top Hat Plans to Be Mandatory, AALU (November 3, 2014)
- IRS Announces Retirement Plan Limits for 2015 (October 24, 2014)
- Non-Tax Benefits of Deferred Compensation Plans for Employers (October 15, 2014)
- FICA Taxes & Nonqualified Deferred Compensation Fundamental Rules & Planning Considerations (June 19, 2014)
- IRS Announces New Program to Audit 409A Compliance (June 3, 2014)
- HR Magazine Asks Tough Questions, Draws Support from Fulcrum Partners (May 28, 2014)
- Fulcrum Partners Video Raises Questions About Your Retirement Plan (February 5, 2014)
- Scott Cahill of Fulcrum Partners Supports Luis Palau Association (January 7, 2014)
2013
- Stephen Kaufman of Fulcrum Partners Creates Legacy Through the Houston Jewish Book & Arts Fair (November 15, 2013)
- Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans Washington Report (October 25, 2013)
- Constructive Receipt and economic Benefit Principles in Deferred Compensation Planning Arrangements (October 10, 2013)
- Fulcrum Partners Teams with Triathlete Jordan Rapp Sharing Message of World Bicycle Relief (October 7, 2013)
- Fulcrum Partners Shares Inspirational Message of Triathlete Jordan Rapp (July 16, 2013)
- Steve Broadbent of Fulcrum Partners Appointed to AALU Board of Directors (May 21, 2013)
- Fulcrum Partners LLC Releases Report on Executive Benefits in a Downturn Economy (May 2, 2013)
- Kristine Kopsiaftis of Fulcrum Partners LLC Elected to SFCB Board of Directors (April 23, 2013)
- Bruce Brownell of Fulcrum Partners LLC, Speaker at Hr Management Institute Event (March 21, 2013)
- Fulcrum Partners LLC Releases Report on Executive Benefits in a Downturn Economy (March 14, 2013)
2012
- Fulcrum Partners LLC Launches Bold New Design for Website and Brand (September 19, 2012)
2020
- Recent Settlement Highlights Risks Associated with Top Hat Plans (August 28, 2020)
- Private Pensions: IRS and DOL Should Strengthen Oversight of Executive Retirement Plans (August 28, 2020)
- PPP Loans – Changed Again from AALU and Fulcrum Partners (June 17, 2020)
- Isler Dare – COVID-19 and Benefit Plans (March 19, 2020)
- AALU – Highlights from the 54th Annual Heckerling Institute on Estate Planning (March 2, 2020)
2018 & Earlier
- AALU: Section 3801 of the Tax Cuts and Jobs Act (September 2018)
- IRS Guidance: Guidance on the Application of Section 162(m) IRS Tax Notice 2018-68 (August 2018)
- Report from Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments (July 2018)
- Report from Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants (July 2018)
- Report from Isler Dare PC: Recent Health and Welfare Guidance Affecting Health Plans and Insurance Coverage (April 2018)
- Hedge Fund Managers Hedged In By Taxes (July 2017)
- Report from Isler Dare PC: 2016 Year-End Compliance Checklist (November 2016)
- Report from Isler Dare PC: A Roundup of Recent Legal Developments Impacting Your Health and Welfare Plans (November 2016)
- IRS update: IRS Announces 2017 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2017 (October 2016)
- IRS Guidance: 2017 Limitations Adjusted As Provided in Section 415(d), Notice 2016-62 (October 2016)
- Report from Isler Dare PC: New Section 409A Rules Impact Nonqualified Deferred Compensation Plans (July 2016)
- Report from Fulcrum Partners 409A and 457 Updates Fulcrum Partners LLC (August 2016)
- Application of Section 409A to Nonqualified Deferred Compensation Plans (June 22, 2016)
- Deferred Compensation Plans for State and Local Agencies and NonProfit Entities (June 22, 2016)
- Report from Isler Dare PC: EEOC Releases Final Regulations on Employer Wellness Programs (May 2016)
- Report from Isler Dare PC: Department of Labor Increases Salary Level for Exempt Employees (May 2016)
- Report from Isler Dare PC: Court Decisions Highlight the Need for Plan Sponsors to Review Recovery and Anti-Assignment Provisions (March 2016)
- Report from Isler Dare PC: Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors (February 2016)
- IRS 2016-16 IRS 2016-16 Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices
- Report from Isler Dare PC: Time to Review Your Employee Compensation Arrangements: Report from Isler Dare PC (December 16, 2015)
- IRS update: IRS Announces 2016 Pension Plan Limitations (October 21, 2015)
- Article Variable Universal Life Insurance: an Interview with Scott Cahill of Fulcrum Partners
- SEC: Securities and Exchange Commission Adopts Rule for Pay Ratio Disclosure
- Brief for the Secretary of Labor, United States Court of Appeals for the Fourth Circuit
- Bond, et al v. Marriott International, Inc. et al [10-cv-01256-RWT] Memorandum Opinion and Order 8.9.13
- IRS update: Nonqualified Deferred Compensation Audit Techniques Guide (June 2015) (Download Guide at PDF)
- IRS: It’s Up to Plan Sponsors to Track Loans, Hardship Distributions Track Loan Hardship Distributions
- Association of Corporate Counsel: Recent IRS activity focuses on nonqualified deferred compensation plans
- Internal Revenue Bulletin: 2008-51. REG-148326-05: Notice of Proposed Rulemaking and Notice of Public Hearing Further Guidance on the Application of Section 409A to Nonqualified Deferred Compensation Plans
- Internal Revenue Bulletin: 2007-19 Application of Section 409A to Nonqualified Deferred Compensation Plans
- BLOG: Is 409A Too Tough for Law School?
- BLOG: 409A Dismay
- ARTICLE: Equity Pitfalls Under Section 409A Checklist
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