Fulcrum Partners executive benefits advisory will participate for the second consecutive year in GivingTuesday, a global generosity movement. Since 2012, GivingTuesday has raised billions of dollars for critical causes and receives over 21 billion impressions on social media. Fulcrum Partners encourages everyone to participate by sharing their time, talents or abundance to help others less fortunate. Scheduled each year for the first Tuesday after Thanksgiving, this year, GivingTuesday falls on December 1, 2020.
Fulcrum Partners Managing Director and Partner, Scott Cahill was a featured guest on Nehemiah E-Community Podcast, hosted by Patrice Tsague, founder of Nehemiah Project International and the Nehemiah E-Community.
How the SECURE Act May Impact Retirement Distribution Elections. A PDF Report from Fulcrum Partners
ORLANDO, FL — (October 21, 2020) Fulcrum Partners, a nationwide executive benefits advisory, is hosting an information-packed webinar for NQDC plan sponsors and plan participants.
On Tuesday October 27, Fulcrum Partners will host an informative Nonqualified Deferred Compensation NQDC Plan Enrollment Checklist Webinar. Register here today.
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.
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.
Fulcrum Partners, one of the largest independent executive benefits consultancies in the U.S., announces the availability of Deferred Compensation News on a no-cost, subscription basis. Previously offered only as an online publication, Deferred Compensation News is now available for direct email delivery.
The U.S. life insurance industry is changing. As Valmark Financial Group Chairman, Larry Rybka, said in a recent Wall Street Journal interview, “In 33 years, I have never seen more changes come more quickly to the life insurance products we sell.”
Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.