Deferred Compensation News and Updates

Deferred Compensation News brings you the latest information and insights on 409A nonqualified deferred compensation; institutional COLI, BOLI, and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. Click here to read all recent articles related to the impact of the COVID-19 Pandemic.
Featured image for “OneDigital Named in Pension and Investment’s Annual Best Places to Work in Money Management”
December 28, 2021

OneDigital Named in Pension and Investment’s Annual Best Places to Work in Money Management

Fulcrum Partners, a One Digital Company Media Releases

Award Recognizes Industry Leading Firm, OneDigital, for Excellence in Workforce Experience
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Featured image for “Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021”
December 21, 2021

Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021

Fulcrum Partners, a One Digital Company Media Releases

ATLANTA, GA — (December 21, 2021) Fulcrum Partners, a OneDigital Company, reminds U.S. federal taxpayers that the temporary tax break for charitable donations to qualified organizations continues through December 31, 2021, even for taxpayers who do not itemize their deductions. This special ruling, currently scheduled to expire on January 1, 2022, was put in place as part of the CARES Act of March 2020. Last December lawmakers extended the deduction through 2021. “For many companies, families and individuals, end-of-year charitable giving is as much a part of the holiday season as hanging stockings or decorating a tree,” said Fulcrum Partners Managing Director Mike Powers. “But our team wanted to remind taxpayers that with this provision of the CARES Act likely ending this month, they may want to ensure that their seasonal charitable donations are counted before the year ends.” With a commitment to “Leadership through Service,” the team at Fulcrum Partners supports select charitable organizations, locally and worldwide. Among the organizations to receive charitable donations from Fulcrum Partners are Cristo Rey Network New York High School, Daniel Kids, Delray Beach Public Library, World Bicycle Relief, Boys and Girls Club of Bluffton, Arise Rwanda Ministries, Hugaroo, Chapman University, Junior Achievement Orange
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Featured image for “NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company”
October 27, 2021

NQDC Enrollment Webinar from Fulcrum Partners, a OneDigital Company

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, is offering a NQDC Enrollment Webinar (nonqualified deferred compensation plan), hosted by Senior Vice Presidents, Retirement, Monte Harrick and Steve Broadbent. Scheduled for Tuesday, November 2, 2021, at 10:00 AM Pacific Time/ 1:00 PM Eastern Time.
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Featured image for “Fulcrum Partners Announces NQ Connect During Wealth + Retirement EVOLVE National Conference”
September 14, 2021

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

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners team announces NQ Connect at the Wealth + Retirement EVOLVE National Conference.
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Featured image for “Fulcrum Partners SVP Advocates for Increased Public Safety”
June 22, 2021

Fulcrum Partners SVP Advocates for Increased Public Safety

Fulcrum Partners, a One Digital Company Media Releases

Steve Broadbent, Senior Vice President, Retirement, at Fulcrum Partners, a OneDigital Company, saw his advocacy for increased public safety in Johns Creek, Georgia, come to fruition with the ribbon cutting of Fire Station 64. The new fire station is intended to significantly improve the fire department’s service delivery and response time in the northern and west central areas of Johns Creek, an Atlanta suburb.
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Featured image for “Fulcrum Partners Honors Roy Imai, Hawaii Business Leader”
April 27, 2021

Fulcrum Partners Honors Roy Imai, Hawaii Business Leader

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, honors Roy Imai for his fifty-seven years of service to the Hawaii business community. Roy has been a Managing Director with Fulcrum Partners since 2012 and a cornerstone of the Honolulu business community since 1968.
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Featured image for “Fulcrum Partners Reports on Executive Benefits Post 2020”
March 16, 2021

Fulcrum Partners Reports on Executive Benefits Post 2020

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, has released a new report, “CFO Decision Making: Integrating Executive Benefits into Employee Engagement.”
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Featured image for “Tom Chisholm Accepted into Forbes Business Council”
February 10, 2021

Tom Chisholm Accepted into Forbes Business Council

Fulcrum Partners, a One Digital Company Media Releases

For the 2nd consecutive year, Tom Chisholm, Senior Vice President Retirement, Fulcrum Partners has been accepted as a member of Forbes Business Council.
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Featured image for “Fulcrum Partners Announces Strategic Acquisition by OneDigital”
January 28, 2021

Fulcrum Partners Announces Strategic Acquisition by OneDigital

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, one of the nation’s leading and largest executive benefits advisories, announces it has been purchased by OneDigital Investment Advisors in a strategic acquisition.
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Featured image for “Fulcrum Partners Steps Up: Leading Best by Serving First”
December 21, 2020

Fulcrum Partners Steps Up: Leading Best by Serving First

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners Managing Director Monte Harrick has stepped up to ensure that a young group of dedicated high school basketballers don’t lose their varsity season to the disruptions of the COVID-19 pandemic.
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