C-Suite Executive Benefits

Think Everyone Understands C-Suite Executive Benefits? Maybe Not

Fulcrum Partners Executive Benefits News

Financial Advisor (FA Online) recently published an article titled, “C-Suite Executives Could Benefit From Financial Counseling.” The article, written by Karen DeMasters, cited a survey of HR professionals on the topic of C-Suite executive benefits. With nearly 100 human resource professionals involved in the study, the research looked at the participants’ perception of how well (or how poorly) C-Suite executives …

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of qualified retirement plans, healthcare plans, and other welfare benefit offerings. But do …

CraigECayford-Executive_Benefits_Consultant-L

Executive Benefits: Sometimes It’s Only Rock and Roll

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

  FOR IMMEDIATE RELEASE   Executive Benefits: Sometimes It’s Only Rock and Roll PONTE VEDRA BEACH, FL — (February 28, 2017) Fulcrum Partners LLC, one of the nation’s leading executive benefits advisories, is celebrating a decade of service to its clients. Headquartered in Ponte Vedra Beach (Jacksonville), Florida, the company has twelve offices coast-to-coast, overseen by executive benefits consultants with …

COLI TOLI Strategy Fulcrum Partners LLC

COLI / TOLI : A Smarter Strategy for Financing Employee Benefits

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

COLI /TOLI: A Smarter Strategy for Financing the Expense of Employee Benefits Corporate Owned Life Insurance (COLI) or Trust Owned Life Insurance (TOLI) can reduce taxes on invested assets, increasing returns and shareholder value: Short term: COLI  TOLI programs typically target hedging P&L volatility and track benefit plan balance sheet liabilities. Long term: COLI  TOLI can increase benefit security and …

Executive benefits Fulcrum Partners

Executive Benefits: Leverage to Minimize Your Cost While Maximizing Executive Reward

Fulcrum Partners Fulcrum Partners News

Fulcrum Partners LLC … leverage to minimize your cost while maximizing executive reward Companies that attract remarkable talent have a commanding advantage over their competition. Organizations that retain valued top executives thrive while those that cannot compete may lose their footing, quietly disappearing from the marketplace. Today’s exemplary employees rightfully expect to be rewarded in ways that provide both immediate …

executive benefits benchmarking 2

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much?

Fulcrum Partners Executive Benefits News

Why Does Executive Benefit Benchmarking and Strategic Planning Matter So Very Much? On the surface, two plans may appear equal. Yet, when skillful executive benefits professionals analyze the plans, disparities become glaringly obvious. Cost to the company, reward to the executive, flexibility of benefits, and tax ramifications can vary drastically. Plan sponsors typically work diligently to decrease the costs of …

Kenny DePaola of Fulcrum Partners LLC

Fulcrum Partners Executive Benefits Adds New Financial Consultant

Fulcrum Partners Executive Benefits News, Fulcrum Partners News

Fulcrum Partners Executive Benefits Adds New Financial Consultant Ponte Vedra Beach, FL (Sept 8, 2016) FOR IMMEDIATE RELEASE Fulcrum Partners LLC., (Fulcrum Partners executive benefits) continues its aggressive growth commitment, hiring Financial Consultant, Kenneth DePaola. DePaola joins Managing Director Tom Chisholm at the Fulcrum Partners Chicago office. Kenny DePaola comes to Fulcrum Partners from Northwestern Mutual, where he was honored …

Executive Talent: Fulcrum Partners Advises Resort Industry Be Competitive

Fulcrum Partners Fulcrum Partners Media Releases

Executive Talent: Fulcrum Partners Advises Resort Industry to Be Competitive Ponte Vedra Beach, FL (March 31, 2016) In an article that appeared in the March 2016 issue of Resort Trades magazine, executive benefits consultancy, Fulcrum Partners LLC, challenged the timeshare and vacation ownership industry to become even more competitive for top talent (executive talent) through the strategic development of Long …

Rendering of planned Kivu HIlls Academy in Rwanda

Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project

Fulcrum Partners Executive Benefits News, Fulcrum Partners News, Philanthropy

Fulcrum Partners has issued the following media release today, May, 19, 2015, as an update on the progress at the Kivu Hills Academy, a project supported by Fulcrum Partners and the Global Gift Fund of Valmark Securities.   FOR IMMEDIATE RELEASE Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project (Ponte Vedra Beach, FL) With the …