Adhesive note with Happy Friday text on a cork bulletin board

Fulcrum Partners Deferred Compensation News Update

September 20, 2019

Share this Post

Read more about some of the most-popular recent posts here on Deferred Compensation News and Updates:

Sixth Circuit Nonqualified Deferred Compensation Plan Decision Highlights Importance of Code Section 409A Compliance and ERISA (the Employee Retirement Income Security Act of 1974) Claims Procedures

Attorneys Greg Daugherty and Dave Tumen of Porter Wright, shared insights on why being subject to ERISA may be a good thing for nonqualified deferred compensation plans, particularly with respect to resolving disputes and claims for benefits.

As they explained, “Even if it is questionable whether an NQDC plan is subject to ERISA (i.e., because it arguably does not provide retirement benefits or covers only one person), sometimes it might make sense to include ERISA claims procedures and file a top hat letter.” #ReadMore: For an NQDC Plan, Being Subject to ERISA May Be A Good Thing

Fulcrum Partners Managing Director Phil Currie Presented at PLANADVISER Conference

Managing Director Phil Currie of Fulcrum Partners and Jeff Roberts CPC, Regional Channel Manager ADP Retirement Services were featured presenters at the PLANADVISER National Conference hosted this week in Orlando, Florida. Read the bio for each panelist in the slides below.

[slideshare id=173939170&doc=planadvisersept2019003-190920003654]

Fulcrum Partners Lends Its Support to the 5 Star Veterans Center and Daniel Kids

Two 501(c)(3) nonprofit organizations, 5 Star Veterans Center and Daniel Kids,  are making a meaningful difference in the lives of others. Fulcrum Partners Cofounder and Managing Director Bruce Brownell, a U.S. Navy veteran, helps support these two Jacksonville, Florida-based organizations. #ReadMore: Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations

#FulcrumPartners #DeferredCompensationNews

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

Share this Post