“Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners Executive Benefits News

Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark? In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can …

Benefits Designed for Employees Provide Advantages for Companies

Fulcrum Partners Executive Benefits News

Employee benefits can do more than provide a great way for workers to live with more peace of mind about the present and the future. Properly structured, employee benefits provide valuable advantages for companies. In our new report, “Protect Your Clients by Helping Them Look Out for Their Key Employees,” we share some of the ways deferred compensation plans, offered …

Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA

Fulcrum Partners Fulcrum Partners Media Release

FOR IMMEDIATE RELEASE Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA  PONTE VEDRA BEACH, FLA — (July 24, 2018) Fulcrum Partners LLC, one of the nation’s largest executive benefits advisories, has launched a new webpage targeted to serve the interests of accounting, consulting and service firms, specifically the independent member firms of the …

Fulcrum Partners Executive Benefits and BDO Alliance USA CPA Firms

Fulcrum Partners Executive Benefits, Supporting BDO Alliance USA CPA Firms

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (May 2, 2018) Fulcrum Partners LLC, a nationwide executive benefits advisory, works in alliance with the select CPA member firms of the BDO Alliance USA. From May 7 through 9, Fulcrum Partners will be part of BDO’s 25th Anniversary Alliance Conference, to be hosted at the Bellagio, Las Vegas, Nevada. This year’s BDO Alliance conference …

Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

Click to view full report: Rethinking Executive Compensation While Awaiting Section 162(m) Guidance. FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 14, 2018) As individuals and organizations across the U.S. assess the impact of the federal government Tax Cuts and Jobs Act that went into effect on January 1, 2018, some are reaping the benefit of tax reductions, while other …