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. 
Featured image for “Sam Robert Recognized as Catalyst Leader by Fulcrum Partners, a OneDigital Company”
June 21, 2022

Sam Robert Recognized as Catalyst Leader by Fulcrum Partners, a OneDigital Company

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, announced Sam Robert as a 2022 Catalyst Leader.
Read More
Featured image for “Fulcrum Partners, a OneDigital Company, Continues to Evolve in Executive Benefits”
June 14, 2022

Fulcrum Partners, a OneDigital Company, Continues to Evolve in Executive Benefits

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company continues to distinguish its service capabilities as one of the nation’s leaders in nonqualified deferred compensation, participating this week as part of the Evolve 2022 Retirement + Wealth National Conference.
Read More
Featured image for “Monte Harrick and Sam Robert of Fulcrum Partners Will Be Featured Presenters at NAIFA-FSP Advanced Financial Planning Symposium”
May 24, 2022

Monte Harrick and Sam Robert of Fulcrum Partners Will Be Featured Presenters at NAIFA-FSP Advanced Financial Planning Symposium

Fulcrum Partners, a One Digital Company Media Releases

OneDigital Company, as featured presenters at the NAIFA-FSP 2022 Advanced Practice Symposium. Hosted by the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Providers, the Advanced Practice Symposium presents premier thought leaders in advanced financial planning.
Read More
Featured image for “Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader”
May 17, 2022

Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company has announced the selection of Adam Monson as one of the organization’s Catalyst Leaders.
Read More
Featured image for “Andy Hart, SVP Fulcrum Partners, a OneDigital Company, Hosts Webinar on NQDC”
April 20, 2022

Andy Hart, SVP Fulcrum Partners, a OneDigital Company, Hosts Webinar on NQDC

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (April 20, 2022) Fulcrum Partners, a OneDigital Company and a leading executive benefits consulting firm, announces the release of a new report and an upcoming related webinar by Senior Vice President- Retirement Andy Hart. The report, authored by Hart, “How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals,” examines how nonqualified deferred compensation plans (NQDC) may help companies better serve the retirement savings needs of their top executives.
Read More
Featured image for “Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia”
April 13, 2022

Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia

Fulcrum Partners, a One Digital Company Media Releases

Representing Fulcrum Partners, a OneDigital Company, a leading executive benefits consulting firm, Steve Broadbent and Sam Robert will be featured presenters at the NAIFA-FSP 2022 Advanced Practice Symposia. Presented by NAIFA and the Society of FSP (Financial Services Providers), the Advanced Practice Symposia will present thought leaders in advanced financial planning.
Read More
Featured image for “Fulcrum Partners, a OneDigital Company Recognizes Christine Scott as a Catalyst Leader”
April 05, 2022

Fulcrum Partners, a OneDigital Company Recognizes Christine Scott as a Catalyst Leader

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (April 5, 2022) Fulcrum Partners, a OneDigital Company and a leading executive benefits consulting firm, announced the selection of Christine Scott as one of the organization’s Catalyst Leaders. Christine, who is a Vice President – Retirement is the second of five Fulcrum Partners team members to be recognized by the organization as a 2022 Catalyst Leader.
Read More
Featured image for “Fulcrum Partners, a OneDigital Company Recognizes 5 Catalyst Leaders”
March 01, 2022

Fulcrum Partners, a OneDigital Company Recognizes 5 Catalyst Leaders

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company and a leading executive benefits firm announces the selection of five Catalyst Leaders. Kenny DePaola, Vice President – Retirement, is the first of five Fulcrum Partners team members to be recognized by the organization as a Catalyst Leader.
Read More
Featured image for “Fulcrum Partners, a OneDigital Company, Announces the Addition of Sam Robert”
February 02, 2022

Fulcrum Partners, a OneDigital Company, Announces the Addition of Sam Robert

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (February 2, 2022) Fulcrum Partners, a OneDigital Company, and one of the leading executive benefits consultancies in the U.S., announced the addition of Sam Robert as Vice President – Retirement.
Read More
Featured image for “Tom Chisholm, Fulcrum Partners a OneDigital Company, Accepted into Forbes Business Council”
January 20, 2022

Tom Chisholm, Fulcrum Partners a OneDigital Company, Accepted into Forbes Business Council

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (January 18, 2022) Tom Chisholm, Vice President – Retirement, Fulcrum Partners, a OneDigital Company, will continue his role as part of the Forbes Business Council for 2022. Tom, who is a key member of the Fulcrum Partners team, supports the executive benefits advisory needs of clients in the Chicago area and nationally. For the third consecutive year he will also be serving as part of Forbes Chicago Business Council.
Read More