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 “Executive Benefits Team to Present at NAIFA Advanced Practice Symposia”
September 20, 2022

Executive Benefits Team to Present at NAIFA Advanced Practice Symposia

Fulcrum Partners, a One Digital Company Media Releases

Vice Presidents – Retirement, Chris Nyland and Kenny DePaola of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Advanced Practice Symposia. Scheduled for September 29, 2022, at the Radnor Hotel in St. Davids (Philadelphia), Pennsylvania, the event will include high-impact presentations by thought leaders in financial planning and insurance.
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Featured image for “OneDigital Executive Benefits Team Announces the Retirement of Andy Hart”
September 01, 2022

OneDigital Executive Benefits Team Announces the Retirement of Andy Hart

Fulcrum Partners, a One Digital Company Media Releases

Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at Fulcrum Partners, a OneDigital Company.
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Featured image for “Steve Broadbent and Sam Robert Will Present at NAIFA Sales Summit”
August 17, 2022

Steve Broadbent and Sam Robert Will Present at NAIFA Sales Summit

Fulcrum Partners, a One Digital Company Media Releases

Atlanta, GA – (Aug 17, 2022) Steve Broadbent and Sam Robert of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Apex Sales Summit and Conference. Speaking on “Expanding Your Market Into Nonqualified Benefits,” the information-loaded presentation will be part of the NAIFA Apex Learning Lab, sponsored by Fulcrum Partners, a OneDigital Company. “Organizations today are extremely focused on hiring and retaining valued talent,” said Senior Vice President Retirement Steve Broadbent. Financial professionals can play a strategic role in helping organizations accomplish this goal by sharing the potential opportunities nonqualified deferred compensation plans can deliver for both the plan participant and the plan sponsor.” NAIFA’S APEX  2022 Sales Summit for the American Advisor has been purposefully designed to serve American advisors focused on increasing performance and production. Vice President Retirement, Sam Robert, said, “Adding nonqualified deferred compensation planning to the services financial professionals provide or facilitate starts with identifying which of their clients might benefit from this strategy. We’re excited to help financial professionals understand the basics of nonqualified deferred compensation as a way for their clients to attract and keep employees critical to growth and success.” The three-day event is hosted at the Arizona Biltmore
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Featured image for “Mike Powers, Fulcrum Partners, Recognized as a Catalyst Leader 2022”
July 26, 2022

Mike Powers, Fulcrum Partners, Recognized as a Catalyst Leader 2022

Fulcrum Partners, a One Digital Company Media Releases

Mike Powers has been recognized by Fulcrum Partners, a OneDigital Company, as a Catalyst Leader 2022. Mike joins four other young leaders at the executive benefits firm in receiving this honor.
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Featured image for “Phil Currie Hosts Webinar on Deferred Compensation Strategies”
July 19, 2022

Phil Currie Hosts Webinar on Deferred Compensation Strategies

Fulcrum Partners, a One Digital Company Media Releases

Fulcrum Partners, a OneDigital Company, announces an all-access nonqualified deferred compensation webinar hosted by Senior Vice President – Retirement Phil Currie. In a short presentation that requires no pre-registration, Phil looks at “Hitting the Home Run in Deferred Compensation: How Small and Mid-Sized Companies Can Reward Key Employees.”
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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.
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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.
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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.
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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.
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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.
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