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 “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

Adam Monson

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 Announces Adam Monson as a Catalyst Leader”
May 17, 2022

Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader

Adam Monson

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 “Creative Executive Benefit Compensation Plans Don’t Just Fall Out of the Sky”
July 18, 2019

Creative Executive Benefit Compensation Plans Don’t Just Fall Out of the Sky

Adam Monson

An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners. And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video of Fulcrum Partners Financial Consultant Adam Monson as he makes his first skydive. Thank you, Skydive Perris, for providing us this video. Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC. Unless otherwise noted, VAI/VSI, LSF and BDO Alliance USA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document. #video #executivebenefits #fulcrumpartners
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Featured image for “Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City”
March 26, 2019

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

Adam Monson

FOR IMMEDIATE RELEASE (PONTE VEDRA BEACH, FL March 26, 2019)– Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region. Managing Director Phil Currie Jr., who founded Fulcrum Partners Los Angeles and now heads Fulcrum Partners Newport Beach, will also lead the team in Salt Lake City. “We’ve had long-term relationships with numerous valued clients and continue to add new clients in the region every year,” said Phil. “Now we are excited to officially launch permanent offices here.” New clients, including Ken Garff Automotive Group, and 15+ year clients, including Barrick Gold, are among the growth-driven Intermountain West companies already served by Fulcrum Partners. “Phil and the team at Fulcrum Partners have provided significant value,” said Mike Young, CEO of Young Electric Sign Company (YESCO). “We are extremely pleased that Fulcrum Partners is investing in our region with the opening of their new Salt Lake City office.” Fulcrum Partners Financial Consultants, Adam Monson  and Tom Cook will also be part
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Featured image for “Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach”
March 23, 2017

Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach

Adam Monson

  Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 23, 2017) Not only is Fulcrum Partners LLC celebrating a decade of service as a leading U.S. executive benefits advisory, this year the company’s California office is expanding to a second location in a move the firm has branded as a “Back to the Beach” initiative. With nationwide offices, from Washington, D.C. to Honolulu, HI., Fulcrum Partners has experienced extensive growth since its founding in 2004. Now recognized as one of the nation’s leading and largest providers of executive benefits consulting services, the company’s aggressive growth continues as Fulcrum Partners Los Angeles expands with new offices in Newport Beach, California. Managing Directors Phil Currie, Jr., and Paul Murray and Financial Consultant Adam Monson view the change as a unique conduit for both professional and personal growth. Fulcrum Partners Managing Director Phil Currie, Jr., originally opened the company’s Los Angeles office, but never lost his desire to return to life at Newport Beach. Phil said, “At Fulcrum Partners, we are continually assessing how we can deliver better service to our clients. For our deferred compensation consultants in the Los Angeles
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