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 unless otherwise noted.
2020
- Retaining Key Talent with a Split-Dollar Life Insurance Agreement (September 29, 2020)
- Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes? (August 13, 2020)
- Introduction to Nonqualified Deferred Compensation Plans (July 21, 2020)
- The Benefits Gap: How it Happens and How to Fix It (May 5, 2020)
- Portfolio Companies COVID-19 Economic Stimulus Relief Incentives (April 27, 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
- Help Your Clients’ Key Employees Bridge the Retirement Gap (August 16, 2019)
- Recognize and Motivate Key Employees: Nonqualified Incentive Bonus Plan (August 3, 2019)
- Levelized Sinking Fund Study (August 1, 2019)
- How Deferred Comp Plans Can Help Pass-Through Businesses (August 1, 2019)
- Protect Your Clients by Helping Them Look Out for Their Key Employees (July 31, 2019)
- What Are the Right Benefits for Organizations and Employees? A Fact-Finder for a New Plan (July 30, 2019)
- Rethinking Executive Compensation While Awaiting Section 162(m) Guidance (July 1, 2019)
- Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust (April 10, 2019)
- Fulcrum Partners LLC – The Consulting Process
- Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust
- Offsetting the 401(k) Refund with a Nonqualified Deferred Compensation Plan
- Nonqualified Deferred Compensation Plans From the Employer’s Perspective
2018
- Trends in Nonqualified Deferred Compensation (August 31, 2018)
- Retaining Employees that Are Key but Are Not Highly Compensated (June 26, 2018)
- Advantages to Pre-Tax Deferral of Income in An Uncertain Tax Environment 2018 Updates (April 9, 2018)
- Private Company // Long Term Incentive Plan Design Template Guidance (March 27, 2018)
- Top Hat Plans
- How Deferred Comp Plans Can Help Pass-Through Businesses
- Five Primary Components to an Effective Long Term Incentive Plan // LTIP (Private Company)
- Nonqualified Defined Contribution Plans Providing Unlimited Tax Deferred Contributions for Select Employees
- Leverage to Minimize Your Cost
2017
- Non-Qualified Deferral Plans: Not Just for Large Companies (November 30, 2017)
- FULCRUM PARTNERS IRC Section 162(m)
- Tax Reform and Deferred Compensation: Special Report
- PART 2: To Fund or Not to Fund: Non-Qualified Deferred Compensation Plans Funding Options
- PART 1: The Fundamentals of Non-Qualified Deferred Compensation
- AALU Report: The Big Six’s &lquo;Unified&rquo; Tax Framework: Potential Impact & Look Ahead
- Why Does Executive Benefit Benchmarking Matter So Much
- 5 Common Mistakes in Life Insurance Planning
- COLI TOLI Financing Employee Benefits
- COLI TOLI Taxable vs. Tax Efficient
2016
- Report from Fulcrum Partners: 409A and 457 Updates (August 11, 2016)
- Executive Compensation and Benefits Limits for 2017 Announced by IRS
- Key Components of Nonqualified Deferred Compensation NQDC
- DCP Taxes at the Optimal Time
- DCP Recruit. Retain. Reward … How Nonqualified Deferred Compensation Plans Serve Organizations
- DCP Bridging the Gap: Your Need for a Nonqualified Deferred Compensation Plan
- Report from Fulcrum Partners: 409A and 457 Updates Fulcrum Partners LLC
- What’s New for the 2016 Tax Return Season?
- Customize Your Long Term Incentive Plans to Attract and Retain Top Talent Resort Trades
- SEC’s Proposed Rules Requiring Member Companies to Clawback Excess Incentive-Based Compensation
- Key Person Life Policy Proceeds Owed to Business per Federal Court Ruling
2015
2014
- AALU-Report Electronic DOL Filing
- 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
- From Groom Law Group:: Series of Limited Scope 409A Audits Underway
- Key Watchwords in Long Term Incentive Compensation: Efficiency, Diversification and Performance by Stephen Kaufman, Fulcrum Partners
- AALU Document on FICA Taxes, Fulcrum Partners
2013
2021
- NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company (October 27, 2021)
- Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference (October 20, 2021)
- Social Security Announces 5.9 Percent Benefit Increase for 2022 (October 13, 2021)
- Split-Dollar Life Insurance hosted by Monte Harrick Fulcrum Partners (October 7, 2021)
- Fulcrum Partners Announces NQ Connect During Wealth + Retirement EVOLVE National Conference (September 14, 2021)
- NQDC One Size Does Not Fit All (August 12, 2021)
- Fulcrum Partners SVP Advocates for Public Safety (June 23, 2021)
- Fulcrum Partners Honors Roy Imai, Hawaii Business Leader (April 27, 2021)
- Fulcrum Partners Reports on Executive Benefits Post 2020 (March 16, 2021)
- Tom Chisholm Accepted into Forbes Business Council (February 10, 2021)
- Fulcrum Partners Announces Strategic Acquisition by OneDigital (January 28, 2021)
2020
- Fulcrum Partners Steps Up: Leading Best by Serving First (December 21, 2020)
- Fulcrum Partners Launches Second GivingTuesday Campaign (November 24, 2020)
- Scott Cahill of Fulcrum Partners Talks Lifetime Business Resilience with Patrice Tsague, Nehemiah Project Int. (November 18, 2020)
- Fulcrum Partners Offering NQDC Webinar for Plan Sponsors and Participants (October 22, 2020)
- Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace (October 13, 2020)
- Fulcrum Partners Reports on 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes (August 13, 2020)
- Deferred Compensation News Now Available by Email Subscription (July 9, 2020)
- Fulcrum Partners Helping CPA Firms Serve Clients During Post-Pandemic Transition (May 20, 2020)
- Shortchanging Key Executives: New Report by Fulcrum Partners (May 6, 2020)
- Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners (April 14, 2020)
- Report Published on Rabbi Trusts During Times of Economic Uncertainty (March 26, 2020)
- Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions (February 14, 2020)
- Tom Chisholm, Fulcrum Partners, Accepted into Forbes Chicago Business Council (January 9, 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 Supports Feeding Children Everywhere (October 22, 2019)
- Fulcrum Partners Sponsors Luis Palau Festival in Côte d’Ivoire (October 15, 2019)
- Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference (September 12, 2019)
- Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations (August 28, 2019)
- Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation (July 16, 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)
- Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference
2018
- Fulcrum Partners Sponsors TRASF Total Rewards Conference (September 28, 2018)
- Fulcrum Partners Helps Organizations Compete for and Retain Top Talent (August 8, 2018)
- Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA (July 24, 2018)
- Executive Pay Isn’t Always Structured for Lifetime Optimization Says Fulcrum Partners (June 13, 2018)
- Fulcrum Partners Executive Benefits, Supporting BDO Alliance (May 2, 2018)
- Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral (April 19, 2018)
- Fulcrum Partners News Becomes Deferred Compensation News
- Fulcrum Partners Supports BDO Alliance USA
- Fulcrum Partners Supports the AALA Annual Meeting:
- Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation
- Fulcrum Partners Adds Tom Cook to Its Newport Beach CA Office:
- Fulcrum Partners Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign
- Fulcrum Partners Sponsors Brand Catalyst Partners Summit
2017
- Fulcrum Partners Executive Benefits Supports Local and Global Initiatives as Servant Leaders (December 20, 2017)
- A Unique Business Partnership Yields an Innovative Executive Benefits Advisory (December 12, 2017)
- Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services (October 31, 2017)
- Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting (September 28, 2017)
- Monte Harrick Joins Fulcrum Partners Los Angeles (July 12, 2017)
- Fulcrum Partners Executive Benefits Advisory Expands, Adding Managing Director Monte Harrick (July 12, 2017)
- Fulcrum Partners Honors its Executive Benefits Advisory Team in Chicago (June 27, 2017)
- Fulcrum Partners Director Scales Heights Professionally and Personally (May 23, 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)
- Aloha! Fulcrum Partners Celebrates 10-Year Milestone (January 26, 2017)
- Tax Reform and NQDC Fulcrum Partners Media Release
- Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids
- Fulcrum Partners Responds to Evolving Executive Benefits Needs
- Fulcrum Partners Houston Led by Executive Benefits Pioneers
- Fulcrum Partners Becomes an Independent Member of BDO Alliance USA
2016
- Fulcrum Partners Executive Benefits Supports Valmark Global Gift Fund
- Fulcrum Partners Supports Luis Palau Global Ministry in Malawi
- Fulcrum Partners Adds Financial Consultant as Part of Aggressive Growth Plan
- Fulcrum Partners Continues Strategic Growth Plan, Adding New Financial Consultant
- Fulcrum Partners Advises Resort Industry to Be Competitive for Executive Talent
- Paul Murray: Joins: Fulcrum Partners LLC as Managing Director
2015
- Fulcrum Partners Supports Vocational School in Rwanda
- Fulcrum Partners LLC. Expands Executive Benefits Consulting with Microsites
- Fulcrum Partners is a Corporate Sponsor for NYC Luis Palau Association Event
- Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project
- NQDC Alert: What’s New For the 2015 Tax Season
2014
- Scott Cahill and Fulcrum Partners Support Burkina Faso Ministry
- Fulcrum Partners Helps Build a Rwandan School through Valmark Global Gift Fund 2014
- Electronic DOL Filing for Top Hat Plans to Be Mandatory, AALU:
- IRS Announces Retirement Plan Limits for 2015
- Non-Tax Benefits of Deferred Compensation Plans for Employers
- FICA Taxes & Nonqualified Deferred Compensation Fundamental Rules & Planning Considerations
- IRS Announces New Program to Audit 409A Compliance
- HR Magazine Asks Tough Questions, Draws Support from Fulcrum Partners
- Fulcrum Partners Video Raises Questions About Your Retirement Plan
- Scott Cahill of Fulcrum Partners Supports Luis Palau Association
2013
- Stephen Kaufman of Fulcrum Partners Creates Legacy Through the Houston Jewish Book & Arts Fair
- Rabbi Trusts: An Important Adjunct to Deferred Compensation Plans Washington Report
- Constructive Receipt and economic Benefit Principles in Deferred Compensation Planning Arrangements
- Fulcrum Partners Teams with Triathlete Jordan Rapp Sharing Message of World Bicycle Relief
- Fulcrum Partners Shares Inspirational Message of Triathlete Jordan Rapp
- Steve Broadbent of Fulcrum Partners Appointed to AALU Board of Directors
- Fulcrum Partners LLC Releases Report on Executive Benefits in a Downturn Economy
- Bruce Brownell of Fulcrum Partners LLC, Speaker at Hr Management Institute Event
- Fulcrum Partners LLC Releases Report on Executive Benefits in a Downturn Economy
2021
- Nonqualified Deferred Compensation Audit Technique Guide (June 1, 2021)
2020
- Supplemental Executive Retirement Plan (SERP) Plan Design Strategies for C-Suite Executives (October 13, 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)
2019
No items found
2018
- AALU: Section 3801 of the Tax Cuts and Jobs Act
- IRS Guidance: Guidance on the Application of Section 162(m) IRS Tax Notice 2018-68
- Report from Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments
- Report from Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants
- Report from Isler Dare PC: Recent Health and Welfare Guidance Affecting Health Plans and Insurance Coverage
2017
2016
- 2016 Year-End Compliance Checklist
- A Roundup of Recent Legal Developments Impacting Your Health and Welfare Plans
- Report from Isler Dare PC: New Section 409A Rules Impact Nonqualified Deferred Compensation Plans
- Report from Fulcrum Partners: 409A and 457 Updates Fulcrum Partners LLC
- Application of Section 409A to Nonqualified Deferred Compensation Plans
- Deferred Compensation Plans for State and Local Agencies and NonProfit Entities
- EEOC Releases Final Regulations on Employer Wellness Programs
- Department of Labor Increases Salary Level for Exempt Employees
- Court Decisions Highlight the Need for Plan Sponsors to Review Recovery and Anti-Assignment Provisions
- Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors
- IRS 2016-16 Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices
2015
- AALU Washington Report: Death Benefit Only Plans (March 10, 2015)
- Time to Review Your Employee Compensation Arrangements: Report from Isler Dare PC
- IRS Announces 2016 Pension Plan Limitations
- Variable Universal Life Insurance: an Interview with Scott Cahill of Fulcrum Partners
- 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
- Nonqualified Deferred Compensation Audit Techniques Guide
2014
No items found
2013
Business Resilience in the Midst of a Pandemic
Visit the Retirement Income Replacement Ratio Charts search page.
Click the Fulcrum Partners logo above to view the video.
