Deferred Compensation News and Updates

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.

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

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

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.

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.

Fulcrum Partners is pleased to share the following retirement deadline checklist report, prepared by the Employee Benefits group at Isler Dare PC.

SBA announces another loan repayment EIDL extension for business and not-for-profits.

Deferred Compensation News is sharing this informative update from Attorneys Greg Daugherty and Rich Helmreich (Porter Wright Morris & Arthur LLP PorterWright) on the Employee Retirement Income Security Act ERISA fee litigation decision announced by the Supreme Court earlier this year.

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

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.