Small Business Loan Form Concept

CESA Act Loans: Further Information and Insights

Fulcrum Partners. Executive Benefits News

The Coronavirus Economic Stabilization Act (CESA) was established to provide loans and loan guarantees for businesses to improve business liquidity resultant from the COVID-19 pandemic. Unlike the widely publicized Payment Protection Program (PPP), CESA Act loans do not include loan forgiveness. They do include substantial penalties, however, if terms of the loan agreement are breeched.

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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 …

Good Reason Termination

Navigating the Issues of a Good Reason Termination

Fulcrum Partners Human Resources

We focus so much on attracting and retaining key talent here, on Deferred Compensation News and Updates, that we rarely talk about issues of termination. Last month, Michael Melbinger Partner Chicago, Winston & Strawn, addressed this issue in a two-part blog post that examines the facts of Barney v. Zimmer Biomet Holdings, a case involving an executive’s efforts to exit …

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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Action Items to Prepare for the 2019 Proxy Season

Fulcrum Partners. Executive Benefits News

Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …

Benefit Restoration Strategies

Benefit Restoration Strategies

Fulcrum Partners Executive Benefits News

Benefit Restoration Strategies: Creating Long-Term Value for Companies and their Executives Fulcrum Partners provides the following case study of a family-owned company that had an outdated shareholder agreement. Further complicating the company’s problems were: (1.) the need to retain certain key employees, and (2.) a pattern of flat earning in recent years. This case study provides straightforward insights into the …

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Executive Pay Isn’t Always Structured for Lifetime Optimization

Fulcrum Partners Fulcrum Partners Media Releases

“Critical information that other benchmarking reports typically cannot provide…” FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 13, 2018) Understanding executive pay over a lifetime can be a critical differentiator as companies compete for top talent and executives evaluate their opportunities. Two benefits plans may seem very similar at the onset of employment, yet over the years, they may …

Tom Cook Fulcrum Partners Executive Benefits, Newport Beach, CA

Fulcrum Partners Adds Tom Cook to Its Newport Beach, CA Office

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

For Immediate Release PONTE VEDRA BEACH, FL — (February 20, 2018) For the third consecutive year, the Los Angeles and Newport Beach offices of Fulcrum Partners LLC are entering the new year with announcements of growth and expansion. Thomas A. Cook, CFA has joined the team as Financial Consultant at the company’s Newport Beach office. Tom, who has nearly a …

Fulcrum Partners executive benefits, RIRR charts

Fulcrum Partners: Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign

Fulcrum Partners Executive Benefits News

FOR IMMEDIATE RELEASE  PONTE VEDRA BEACH, FL — (February 13, 2018) Fulcrum Partners executive benefits advisory is shaking up top level executives across the country, delivering eye-opening facts about each executive’s benefit and retirement plan. As part of an engagement strategy that is both disruptive and enlightening, many c-suite executives are receiving information packages along with a communication campaign recommending …

daniel academy

Fulcrum Partners Announces Donation to Jacksonville Children’s Program

Fulcrum Partners Fulcrum Partners News, Philanthropy

FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the …