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 “Happy Father’s Day from the Fulcrum Partners Team”
June 19, 2022

Happy Father’s Day from the Fulcrum Partners Team

Fulcrum Partners News

Happy Father’s Day from the Fulcrum Partners Team
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May 30, 2022

Happy Memorial Day 2022

Fulcrum Partners News

The team at Fulcrum Partners wishes you and your family a happy and safe Memorial Day.
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Featured image for “Isler Dare First Quarter 2022 Roundup of New Developments”
April 19, 2022

Isler Dare First Quarter 2022 Roundup of New Developments

Fulcrum Partners News

As the first quarter has come to a close, Isler Dare has shared their first quarter roundup with Fulcrum Partners.
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April 15, 2022

Happy Easter from the Team at Fulcrum Partners

Fulcrum Partners News

The team at Fulcrum Partners, a OneDigital Company, wishes you and your family a Happy Easter.
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March 22, 2022

Helping You Understand Nonqualified Deferred Compensation

Fulcrum Partners News

3 popular and quick-read reports to help you understand nonqualified deferred compensation and how it can benefit companies and employees.
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March 14, 2022

Retirement Planning: By the Numbers

Fulcrum Partners News

Fulcrum Partners, a OneDigital Company, is sharing this chronological look at the basics of retirement planning for workers at every age. This article by Jania Stout, shares insights on important steps to take in each decade of your life.
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Featured image for “Fulcrum Partners Team Members Receive Top Honors at Summit 2022”
March 11, 2022

Fulcrum Partners Team Members Receive Top Honors at Summit 2022

Fulcrum Partners News

Last week, eight members of the team at Fulcrum Partners, a OneDigital Company, were honored for their accomplishments and leadership in 2021.
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Featured image for “OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews”
February 16, 2022

OneDigital Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews

Fulcrum Partners News

Fulcrum Partners, a OneDigital Company, is proud to share this announcement honoring OneDigital as a 2022 winner of Best Places to Work for Financial Advisers.
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January 28, 2022

Last-Minute Reminders for Retirement, Health and Welfare Benefit Plan Sponsors

Fulcrum Partners News

Timely January 31, 2022, reminders for retirement plan sponsors, plus checklist for first quarter 2022.
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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 News

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.
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