bdo marketplace announcement

Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace

Fulcrum Partners Fulcrum Partners Media Releases

As an Independent Member of the BDO Alliance USA, Fulcrum Partners is proud to provide our services to CPAs and CPA firms through the new BDO Alliance Marketplace. We partner flexibly with CPA firms, positioning them to expand their offerings and better support their clients in ways that are creative, customized and reliable.

Fulcrum Partners publishes report examining how companies may be unintentionally shortchanging the key executives they rely on most.

Shortchanging Key Executives: New Report by Fulcrum Partners

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (May 6, 2019) Fulcrum Partners, one of the nation’s largest executive benefits advisories has released a report examining how companies may be unintentionally shortchanging the key executives they rely on most. The report, titled, “The Benefits Gap: How it Happens and How to Fix It” is available for download on the  Fulcrum Partners website at  www.fulcrumpartnersllc.com.

Executive Compensation Restrictions

Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (April 14, 2020) Fulcrum Partners, a leading executive benefits advisory, has just released a new report on some potential consequences of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on executive compensation. As the report noted, the CARES Act, drafted with urgency to respond to the COVID-19 pandemic, lacks definitions and specificity in a number of important areas that pertain to executive compensation issues.

mike powers new fulcrum partners

Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

Fulcrum Partners. Fulcrum Partners News, Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (October 29, 2019) Fulcrum Partners, executive benefits advisory, announces the hiring of Mike Powers, the firm’s new Chief Administrative Officer. Powers, who assumed the newly created role earlier this month, will manage the firm’s day-to-day operations and help facilitate strategic initiatives. Fulcrum Partners is one of the nation’s leading executive benefits consultancies and currently has …

Adhesive note with Happy Friday text on a cork bulletin board

Fulcrum Partners Deferred Compensation News Update

Fulcrum Partners. Fulcrum Partners News

Read more about some of the most-popular recent posts here on Deferred Compensation News and Updates: Sixth Circuit Nonqualified Deferred Compensation Plan Decision Highlights Importance of Code Section 409A Compliance and ERISA (the Employee Retirement Income Security Act of 1974) Claims Procedures Attorneys Greg Daugherty and Dave Tumen of Porter Wright, shared insights on why being subject to ERISA may be a good thing for nonqualified …

donations jacksonville nonprofits

Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations

Fulcrum Partners Philanthropy

PONTE VEDRA BEACH, FL — (Aug 28 2019) The Ponte Vedra Beach, Florida office of Fulcrum Partners is supporting the efforts of two nonprofit organizations, both based in the Jacksonville area. As one of the largest privately held executive benefits consultancies in the US, Fulcrum Partners has 13 nationwide offices, where their managing directors are each committed to local, national …

bruce brownell scott cahill bdo 2019

Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference

Fulcrum Partners. Fulcrum Partners News

PONTE VEDRA BEACH, FL — (April 30, 2019) Managing Directors Bruce Brownell and G. Scott Cahill are representing Fulcrum Partners executive benefits consultancy at this week’s 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, is being hosted at the Cosmopolitan Las Vegas. In attendance are BDO Alliance USA member firms, respected BDO USA and International …

AALU Life Insurance Professionals

Fulcrum Partners Supports the AALU Annual Meeting

Fulcrum Partners. Fulcrum Partners News

PONTE VEDRA BEACH, FLA — (May 8, 2018) Members of the senior leadership of Fulcrum Partners LLC, executive benefits advisory, were among the thought leaders and influencers participating in this year’s Annual Meeting of the Association for Advanced Life Underwriting (AALU). Held at the Marriott Marquis Washington, D.C., the three-day event kicked off on Sunday, April 29, and attracted top …

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 Releases

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 …