split-dollar life insurance

Split-Dollar Life Insurance Webinar for Nonprofit Organizations, Hosted by Monte Harrick, Fulcrum Partners

Fulcrum Partners Deferred Compensation News, Fulcrum Partners News

Monte Harrick, Senior Vice President Retirement, Fulcrum Partners, a OneDigital Company, will host an open webinar on the use of split-dollar life insurance as an effective business strategy for rewarding key employees while increasing the likelihood of employee retention. The webinar will be held on Tuesday, October 19, 2021, at 11:00: a.m. Pacific Time/ 2:00 p.m. Eastern Time.

NQ Connect during EVOLVE Conf

Fulcrum Partners Announces NQ Connect During Wealth + Retirement EVOLVE National Conference

Fulcrum Partners Fulcrum Partners Media Releases

Fulcrum Partners team announces NQ Connect at the Wealth + Retirement EVOLVE National Conference.

Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes?

Fulcrum Partners Reports on 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (August 13, 2020) Fulcrum Partners, a leading executive benefits advisory, announces the publication of “Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes?” The white paper, written by Fulcrum Partners Managing Director and Partner, Steve Broadbent, examines how the COVID-19 pandemic is creating challenges for plan sponsors required to perform specific nondiscrimination tests on the 401(k) plans they offer employees.

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Fulcrum Partners Sponsors TRASF Total Rewards Conference

Fulcrum Partners. Human Resources

PONTE VEDRA BEACH, FL — (Sept. 26, 2018) The Total Rewards Association of South Florida (TRASF) will host the 2018 Total Rewards Conference October 18, at the Florida International University Kovens Conference Center in Miami, Florida. The one-day event will attract representatives from over one hundred organizations committed to fostering education and the exchange of information among compensation and benefits practitioners …

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Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. …

Jonathan Kearn Joins Fulcrum Partners

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

Fulcrum Partners Executive Benefits Expands Orlando Team Ponte Vedra Beach, FL (October 13, 2016) With the announcement of the addition of financial consultant, Jonathan Kearn, Fulcrum Partners LLC, continues its aggressive expansion as one of the leading and largest executive benefits consultancies in the United States. Kearn, who will join the Fulcrum Partners Orlando office, is the fifth new financial …

2015 Tax Season NQDC Alert

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Releases

This article on tax planning tips for nonqualified deferred compensation plans is reprinted with permission of myNQDC.com, a respected source of information, content, and tools on nonqualified deferred compensation.  Download as a PDF or read the full release below. NQDC Alert: What’s New For the 2015 Tax Season – Fulcrum Partners by Fulcrum Partners LLC

Scott Cahill Supports The Love Burkina Faso Festival

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News, Philanthropy

Continuing his support of the Luis Palau Association, Scott Cahill, Managing Director of Fulcrum Partners, and his wife Joanie, have provided a $25,000 donation as a Presenting Sponsor of the Love Burkina Faso Festival. Despite challenges faced by organizers due to civil unrest in the region, the Luis Palau association is committed to providing an experience to enrich the community …