SECURE Act release cover

Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

Fulcrum Partners. Fulcrum Partners Media Releases

Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law effects various aspects of 401(k) plans. Fulcrum Partners, a leading U.S. executive benefits advisory, has released a report focused on other important implications of the SECURE Act, specifically how it may impact nonqualified deferred compensation (NQDC) plans and retirement distribution elections.

Businessman moving the queen piece up a series of steps

Executive Benefits Consulting Process Defined

Fulcrum Partners. Fulcrum Partners News

We’ve added a page to the Fulcrum Partners website, outlining our step-by-step executive benefits consulting process. You’ll find the page as a link off our “Team” page, clickable from the on-page hyperlink: 7-Step Executive Benefit Plan Consulting Process. Although we’ve previously shared the executive benefits consulting process on Deferred Compensation News and Updates and we include a downloadable PDF, we …

Executive Benefits Consulting 7-Step Process

Executive Benefits Consulting 7-Step Process

Fulcrum Partners Executive Benefits News

The team of financial industry professionals at Fulcrum Partners executive benefits consulting knows that you and your company have unique and distinctive needs. With this in mind, we leverage our intellectual capital, experience, and broad multidisciplinary industry relationships for your organization’s success. We invite you to view our 7-step executive benefits consulting process by clicking through the slides below:   …

Fulcrum Partners launches Fulcrum Partners Salt Lake City

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

Fulcrum Partners Fulcrum Partners Media Releases

FOR IMMEDIATE RELEASE (PONTE VEDRA BEACH, FL March 26, 2019)– Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region. …

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Is Your Pay Structured for Lifetime Optimization?

Fulcrum Partners. Executive Benefits News

“How does your executive compensation and benefits plan rank when compared to that of your peers?” “Even if your benefits plan looks strong now, how does it really pan out and pay off over the years?” “Do you have a plan or do you have what you really need…a thoughtful and well-constructed strategy?” These are all questions you should be …

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 …

The Exchange for People Strategy Executive Benefits Consulting

Could the Boom Take You into a Career in Executive Benefits Consulting

Fulcrum Partners Human Resources

From The Exchange for People Strategy, May 2014 issue, a Human Resources (HR) eMagazine, comes the following article by Bruce Brownell of Fulcrum Partners LLC. You’ll find new articles every month from the executive benefits consultants at Fulcrum Partners featured in The Exchange. The Exchange is a recently launched publication that strives to ask (and answer) today’s most challenging Human Resources questions. You can …