Media Resources

Available here on our Fulcrum Partners media page, you’ll find reports, videos, and news announcements to help you stay informed and make meaningful decisions about your financial wellness and that of others in your organization.

All content is © copyright protected and is the property of Fulcrum Partners, a OneDigital Company unless otherwise noted.

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2022 (click to collapse/expand)

Throughout 2022, we’ll continue to share news about growth and expansion at Fulcrum Partners, a OneDigital Company, proposed and enacted changes to tax code, and continuing insights into strategies for effective deferred compensation and executive benefits plans.

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2021 (click to collapse/expand)

As the U.S. rallied, finding its way out of a global pandemic, American business adjusted to a new Presidential administration, new attitudes and demands by America’s workforce, and economic inflation at a whole new level. Among our most-read content was: Fulcrum Partners Reports on Executive Benefits Post 2020,  CFO Decision Making: Integrating Executive Benefits into Employee Engagement, and a Nonqualified Deferred Compensation Audit Technique Guide, prepared by the IRS.

2020 (click to expand)

In a year defined by global pandemic, lockdowns, and work stoppages, everyone from lawmakers to corporations to executive leadership and their teams was forced to find their “new normal”. Key among the 30+ topics we shared in 2020 are these deep-dive looks at legislative actions driven by lawmakers’ response to the pandemic:  Impact of SECURE Act on NQDC PlansExecutive Compensation and the CARES ActPPP Loans Changed Again, and 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes.

Fulcrum Partners Steps Up: Leading Best by Serving First

12 / 2020 -

Scott Cahill of Fulcrum Partners Talks Lifetime Business Resilience with Patrice Tsague, Nehemiah Project Int.

11 / 2020 -

Fulcrum Partners Launches Second GivingTuesday Campaign

11 / 2020 -

Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace

10 / 2020 -

Supplemental Executive Retirement Plan (SERP) Plan Design Strategies for C-Suite Executives

10 / 2020 -

Fulcrum Partners Offering NQDC Webinar for Plan Sponsors and Participants

10 / 2020 -

Retaining Key Talent with a Split-Dollar Life Insurance Agreement

9 / 2020 -

Fulcrum Partners Reports on 401(k) Compliance Testing Issues Created by COVID-19 Workforce Changes

8 / 2020 -

Recent Settlement Highlights Risks Associated with Top Hat Plans

8 / 2020 -

Private Pensions: IRS and DOL Should Strengthen Oversight of Executive Retirement Plans

8 / 2020 -

Will New 401(k) Compliance Testing Issues Arise Because of COVID-19 Workforce Changes?

8 / 2020 -

Deferred Compensation News Now Available by Email Subscription

7 / 2020 -

Introduction to Nonqualified Deferred Compensation Plans

7 / 2020 -

PPP Loans – Changed Again from AALU and Fulcrum Partners

6 / 2020 -

Shortchanging Key Executives: New Report by Fulcrum Partners

5 / 2020 -

Fulcrum Partners Helping CPA Firms Serve Clients During Post-Pandemic Transition

5 / 2020 -

The Benefits Gap: How it Happens and How to Fix It

5 / 2020 -

Answering Questions About COVID-19 and Your Nonqualified Deferred Compensation Plans

4 / 2020 -

Answering questions about COVID-19 and your nongovernmental 457(b) plans

4 / 2020 -

Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners

4 / 2020 -

Executive Comp Restrictions: Key Issues Regarding Executive Compensation and the CARES Act

4 / 2020 -

Portfolio Companies COVID-19 Economic Stimulus Relief Incentives

4 / 2020 -

Executive Compensation Restrictions and the CARES Act

4 / 2020 -

Isler Dare – COVID-19 and Benefit Plans

3 / 2020 -

AALU – Highlights from the 54th Annual Heckerling Institute on Estate Planning

3 / 2020 -

Report Published on Rabbi Trusts During Times of Economic Uncertainty

3 / 2020 -

Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress

3 / 2020 -

Impact of the SECURE Act 2019 on NQDC Plans and Retirement Distribution Elections

2 / 2020 -

Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

2 / 2020 -

Tom Chisholm, Fulcrum Partners, Accepted into Forbes Chicago Business Council

1 / 2020 -

2019 (click to expand)

Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick

12 / 2019 -

Fulcrum Partners Launches Its First #GivingTuesday Campaign

11 / 2019 -

Fulcrum Partners Supports Toast to Life MDA Gala

11 / 2019 -

Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

10 / 2019 -

Fulcrum Partners Sponsors Luis Palau Festival in Côte d’Ivoire

10 / 2019 -

Fulcrum Partners Supports Feeding Children Everywhere

10 / 2019 -

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

9 / 2019 -

How Deferred Comp Plans Can Help Pass-Through Businesses

8 / 2019 -

Levelized Sinking Fund Study

8 / 2019 -

Recognize and Motivate Key Employees: Nonqualified Incentive Bonus Plan

8 / 2019 -

Help Your Clients’ Key Employees Bridge the Retirement Gap

8 / 2019 -

Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations

8 / 2019 -

Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief

8 / 2019 -

Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals

8 / 2019 -

Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust

8 / 2019 -

Fulcrum Partners LLC – The Consulting Process

8 / 2019 -

Rethinking Executive Compensation While Awaiting Section 162(m) Guidance

7 / 2019 -

Protect Your Clients by Helping Them Look Out for Their Key Employees

7 / 2019 -

What Are the Right Benefits for Organizations and Employees? A Fact-Finder for a New Plan

7 / 2019 -

Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation

7 / 2019 -

Nonqualified Deferred Compensation Plans From the Employer’s Perspective

6 / 2019 -

Offsetting the 401(k) Refund with a Nonqualified Deferred Compensation Plan

6 / 2019 -

Nonqualified Deferred Compensation Plans From the Employer’s Perspective

6 / 2019 -

Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs

5 / 2019 -

Assessing Your Plan Administrator and Your Nonqualified Deferred Comp Plan or Rabbi Trust

4 / 2019 -

Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference

4 / 2019 -

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

4 / 2019 -

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

3 / 2019 -

2018 (click to expand)

Fulcrum Partners News Becomes Deferred Compensation News

11 / 2018 -

Top Hat Plans

11 / 2018 -

AALU: Section 3801 of the Tax Cuts and Jobs Act

9 / 2018 -

Fulcrum Partners Sponsors TRASF Total Rewards Conference

9 / 2018 -

Trends in Nonqualified Deferred Compensation

8 / 2018 -

IRS Guidance: Guidance on the Application of Section 162(m) IRS Tax Notice 2018-68

8 / 2018 -

How Deferred Comp Plans Can Help Pass-Through Businesses

8 / 2018 -

Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

8 / 2018 -

Report from Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

7 / 2018 -

Report from Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants

7 / 2018 -

Fulcrum Partners Supports BDO Alliance USA

7 / 2018 -

Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA

7 / 2018 -

Creating Long-Term Value for Companies and Their Executives

6 / 2018 -

Executive Pay Isn’t Always Structured for Lifetime Optimization Says Fulcrum Partners

6 / 2018 -

Retaining Employees that Are Key but Are Not Highly Compensated

6 / 2018 -

Fulcrum Partners Supports the AALA Annual Meeting:

5 / 2018 -

Fulcrum Partners Executive Benefits, Supporting BDO Alliance

5 / 2018 -

Report from Isler Dare PC: Recent Health and Welfare Guidance Affecting Health Plans and Insurance Coverage

4 / 2018 -

Fulcrum Partners Releases White Paper on Pre-Tax Income Deferral

4 / 2018 -

Advantages to Pre-Tax Deferral of Income in An Uncertain Tax Environment 2018 Updates

4 / 2018 -

Nonqualified Defined Contribution Plans Providing Unlimited Tax Deferred Contributions for Select Employees

4 / 2018 -

Private Company // Long Term Incentive Plan Design Template Guidance

3 / 2018 -

Fulcrum Partners and BDO Report on IRC Section 162(m) Impact on Executive Compensation

3 / 2018 -

Five Primary Components to an Effective Long Term Incentive Plan // LTIP (Private Company)

3 / 2018 -

Fulcrum Partners Adds Tom Cook to Its Newport Beach CA Office:

2 / 2018 -

Fulcrum Partners Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign

2 / 2018 -

Leverage to Minimize Your Cost

1 / 2018 -

Fulcrum Partners Sponsors Brand Catalyst Partners Summit

1 / 2018 -

2017 (click to expand)

COLI TOLI Taxable vs. Tax Efficient

13 / 2017 -

COLI TOLI Financing Employee Benefits

13 / 2017 -

FULCRUM PARTNERS IRC Section 162(m)

12 / 2017 -

A Unique Business Partnership Yields an Innovative Executive Benefits Advisory

12 / 2017 -

Fulcrum Partners Honors Leadership and Advocacy in Charleston, SC

12 / 2017 -

Fulcrum Partners Executive Benefits Supports Local and Global Initiatives as Servant Leaders

12 / 2017 -

Non-Qualified Deferral Plans: Not Just for Large Companies

11 / 2017 -

Tax Reform and NQDC Fulcrum Partners Media Release

11 / 2017 -

The Fundamentals of Non-Qualified Deferred Compensation – Part 1

10 / 2017 -

PART 2: To Fund or Not to Fund: Non-Qualified Deferred Compensation Plans Funding Options

10 / 2017 -

PART 1: The Fundamentals of Non-Qualified Deferred Compensation

10 / 2017 -

AALU Report: The Big Six’s &lquo;Unified&rquo; Tax Framework: Potential Impact & Look Ahead

10 / 2017 -

Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services

10 / 2017 -

Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation

10 / 2017 -

Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting

9 / 2017 -

Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids

9 / 2017 -

Tax Reform and Deferred Compensation: Special Report

9 / 2017 -

Fulcrum Partners Responds to Evolving Executive Benefits Needs

8 / 2017 -

Kristine Kopsiaftis Lampert, Helping Fulcrum Partners Reach $6B in Assets Under Management

8 / 2017 -

Hedge Fund Managers Hedged In By Taxes

7 / 2017 -

Steve Broadbent, Exemplifying the Fulcrum Partners Executive Benefits Edge

7 / 2017 -

Monte Harrick Joins Fulcrum Partners Los Angeles

7 / 2017 -

IRS: It’s Up to Plan Sponsors to Track Loans, Hardship Distributions Track Loan Hardship Distributions

7 / 2017 -

Fulcrum Partners Executive Benefits Advisory Expands, Adding Managing Director Monte Harrick

7 / 2017 -

Fulcrum Partners Honors its Executive Benefits Advisory Team in Chicago

6 / 2017 -

5 Common Mistakes in Life Insurance Planning

6 / 2017 -

Fulcrum Partners Director Scales Heights Professionally and Personally

5 / 2017 -

Fulcrum Partners Houston Led by Executive Benefits Pioneers

4 / 2017 -

Fulcrum Partners Becomes an Independent Member of BDO Alliance USA

3 / 2017 -

Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach

3 / 2017 -

Executive Benefits: Sometimes Its Only Rock and Roll

2 / 2017 -

Fulcrum Partners Chicago Expands Web Presence of Fulcrum Partners LLC

2 / 2017 -

IRS Guidance: 2017 Limitations Adjusted As Provided in Section 415(d), Notice 2016-62

1 / 2017 -

Aloha! Fulcrum Partners Celebrates 10-Year Milestone

1 / 2017 -

Why Does Executive Benefit Benchmarking Matter So Much

1 / 2017 -

Aloha! Fulcrum Partners Celebrates 10-Year Milestone

1 / 2017 -

2016 (click to expand)

IRS 2016-16 Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices

13 / 2016 -

Executive Compensation and Benefits Limits for 2017 Announced by IRS

13 / 2016 -

Report from Fulcrum Partners: 409A and 457 Updates Fulcrum Partners LLC

13 / 2016 -

What’s New for the 2016 Tax Return Season?

13 / 2016 -

Customize Your Long Term Incentive Plans to Attract and Retain Top Talent Resort Trades

13 / 2016 -

SEC’s Proposed Rules Requiring Member Companies to Clawback Excess Incentive-Based Compensation

13 / 2016 -

Key Person Life Policy Proceeds Owed to Business per Federal Court Ruling

13 / 2016 -

Fulcrum Partners Executive Benefits Supports Valmark Global Gift Fund

12 / 2016 -

2016 Year-End Compliance Checklist

11 / 2016 -

A Roundup of Recent Legal Developments Impacting Your Health and Welfare Plans

11 / 2016 -

IRS update: IRS Announces 2017 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2017

10 / 2016 -

Fulcrum Partners Executive Benefits Expands Orlando Team

10 / 2016 -

Fulcrum Partners Executive Benefits Adds New Financial Consultant

9 / 2016 -

Report from Fulcrum Partners: 409A and 457 Updates Fulcrum Partners LLC

8 / 2016 -

Fulcrum Partners Supports Luis Palau Global Ministry in Malawi

8 / 2016 -

Report from Fulcrum Partners: 409A and 457 Updates

8 / 2016 -

Report from Isler Dare PC: New Section 409A Rules Impact Nonqualified Deferred Compensation Plans

7 / 2016 -

Key Components of Nonqualified Deferred Compensation NQDC

7 / 2016 -

DCP Taxes at the Optimal Time

7 / 2016 -

DCP Bridging the Gap: Your Need for a Nonqualified Deferred Compensation Plan

7 / 2016 -

DCP Recruit. Retain. Reward … How Nonqualified Deferred Compensation Plans Serve Organizations

7 / 2016 -

Application of Section 409A to Nonqualified Deferred Compensation Plans

6 / 2016 -

Deferred Compensation Plans for State and Local Agencies and NonProfit Entities

6 / 2016 -

Fulcrum Partners Adds Financial Consultant as Part of Aggressive Growth Plan

6 / 2016 -

EEOC Releases Final Regulations on Employer Wellness Programs

5 / 2016 -

Department of Labor Increases Salary Level for Exempt Employees

5 / 2016 -

Fulcrum Partners Continues Strategic Growth Plan, Adding New Financial Consultant

5 / 2016 -

Court Decisions Highlight the Need for Plan Sponsors to Review Recovery and Anti-Assignment Provisions

3 / 2016 -

Fulcrum Partners Advises Resort Industry to Be Competitive for Executive Talent

3 / 2016 -

Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors

2 / 2016 -

Paul Murray: Joins: Fulcrum Partners LLC as Managing Director

1 / 2016 -

2015 (click to expand)

2014 (click to expand)

From Groom Law Group:: Series of Limited Scope 409A Audits Underway

13 / 2014 -

Key Watchwords in Long Term Incentive Compensation: Efficiency, Diversification and Performance by Stephen Kaufman, Fulcrum Partners

13 / 2014 -

AALU Document on FICA Taxes, Fulcrum Partners

13 / 2014 -

AALU-Report Electronic DOL Filing

13 / 2014 -

The Exchange for People Strategy: From Total Rewards to Total Value Exchange: A Mandate to Engage Key Stakeholders in the Organizations Mission Vision and Values

13 / 2014 -

Scott Cahill and Fulcrum Partners Support Burkina Faso Ministry

12 / 2014 -

Fulcrum Partners Helps Build a Rwandan School through Valmark Global Gift Fund 2014

12 / 2014 -

The Exchange for People Strategy – Do You Know the Five Essentials of Pay for Performance

12 / 2014 -

Electronic DOL Filing for Top Hat Plans to Be Mandatory, AALU:

11 / 2014 -

IRS Announces Retirement Plan Limits for 2015

10 / 2014 -

Non-Tax Benefits of Deferred Compensation Plans for Employers

10 / 2014 -

The Exchange for People Strategy: A New Look at Executive Retirement Plans: Maximizing Utility of Executive Retirement Plans

10 / 2014 -

The Exchange for People Strategy: Retail Executive Finance Planning: Finance Golden Years

8 / 2014 -

The Exchange for People Strategy: Performance-Based SERPs: Changing the Landscape

7 / 2014 -

The Exchange for People Strategy: If They Won’t Eat What You’re Feeding Them… (Feed Them What They’ll Eat)

6 / 2014 -

FICA Taxes & Nonqualified Deferred Compensation Fundamental Rules & Planning Considerations

6 / 2014 -

IRS Announces New Program to Audit 409A Compliance

6 / 2014 -

The Exchange for People Strategy: Could the Boom Take You into a Career in Executive Benefits Consulting

5 / 2014 -

HR Magazine Asks Tough Questions, Draws Support from Fulcrum Partners

5 / 2014 -

The Gaping Hole in Your Benchmarking Strategy: an interview with Bruce Brownell, Fulcrum Partners

3 / 2014 -

Fulcrum Partners Video Raises Questions About Your Retirement Plan

2 / 2014 -

Scott Cahill of Fulcrum Partners Supports Luis Palau Association

1 / 2014 -

2013 (click to expand)

2012 (click to expand)

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