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
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
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.
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.
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.
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.
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.”
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.
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.
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.