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 “Fulcrum Partners Responds to Evolving Executive Benefits Needs”
August 10, 2017

Fulcrum Partners Responds to Evolving Executive Benefits Needs

Fulcrum Partners

Fulcrum Partners Responds to Evolving Executive Benefits Needs PONTE VEDRA BEACH, FLA — (Aug. 10, 2017) Executive benefits advisory, Fulcrum Partners announces the launch of its extensively redesigned website. The updated site is streamlined, responsively conforms to a range of devices and platforms and has straightforward and intuitive navigation and enhanced security features. Bruce Brownell, a Managing Director and one of the company’s founders explained, “We saw the websites of others in our profession continually growing larger and more unwieldy. That’s not us; we don’t work with our clients by overwhelming them with data that isn’t relevant to them. “We opted to go lean and understated on our new website design. Our clients can cut to the chase, see how their executive benefits stack up to those of their peer group and validate that penny by penny, their company isn’t losing its competitive edge.” The website https://www.fulcrumpartnersllc.com is a custom conceptualization and design, with readily accessible content incorporating rapid response functionality. Within the upgraded site’s first 30 days, integrated analytics tracking documented that website traffic increased 43%, pageviews increased 90% and duration of time spent on the website increased 45% versus the same period year-over-year. Managing Director Phil Currie, who
Read More
Featured image for “Independence Day: Fulcrum Partners Wishes You a Great July 4 Holiday”
June 30, 2017

Independence Day: Fulcrum Partners Wishes You a Great July 4 Holiday

Fulcrum Partners

A reminder for Independence Day… In June of 1776, statesman John Adams, who later became the first Vice President and the second President of the United States, wrote to his wife, Abigail, saying: “The Second Day of July 1776, will be the most memorable Epocha, in the History of America. I am apt to believe that it will be celebrated, by succeeding Generations, as the great anniversary Festival. It ought to be commemorated, as the Day of Deliverance by solemn Acts of Devotion to God Almighty. It ought to be solemnized with Pomp and Parade, with Shews, Games, Sports, Guns, Bells, Bonfires and Illuminations from one End of this Continent to the other from this Time forward forever more. You will think me transported with Enthusiasm but I am not. I am well aware of the Toil and Blood and Treasure, that it will cost Us to maintain this Declaration, and support and defend these States. Yet through all the Gloom I can see the Rays of ravishing Light and Glory. I can see that the End is more than worth all the Means. And that Posterity will tryumph in that Days Transaction, even altho We should rue it, which
Read More
Featured image for “Happy Father’s Day from Fulcrum Partners”
June 18, 2017

Happy Father’s Day from Fulcrum Partners

Fulcrum Partners

To all the Fathers, Grandfathers, Step-Dads, Stand-ins, and Soon-to-Be Dads, who make families stronger, and the lives of the next generation better, Fulcrum Partners wishes you a Happy Father’s Day!
Read More
Featured image for “Memorial Day 2017: Honoring America’s Service Men and Women”
May 26, 2017

Memorial Day 2017: Honoring America’s Service Men and Women

Fulcrum Partners

Memorial Day is not about the price of gas … it’s about the price of freedom. Fulcrum Partners remembers the American service men and women who paid the ultimate sacrifice for our freedom.
Read More
Featured image for “Fulcrum Partners is Honored to Help Support the American Heart Association”
May 08, 2017

Fulcrum Partners is Honored to Help Support the American Heart Association

Fulcrum Partners

Supporting the American Heart Association This year, Fulcrum Partners joins Amgen, Anika System and AT&T as a Winemaker Sponsor at the annual Heart’s Delight Wine Tasting and Wine Auction. The event, hosted in Washington DC, has helped raise more than $15M in the past seventeen years to support the American Heart Association. Heart’s Delight activities commence on May 10, with the Congress Has Heart Rooftop Reception, and include the Thursday night dinner series, the Vintners Dinner on Friday evening, and the Seminars and Grand Tasting on Saturday. Space is limited and reservations are honored in the order of receipt. If you would like to be part of the 2017 Heart’s Delight Wine Tasting & Auction, you may purchase tickets with a credit card by calling (703) 248-1720 or sending your check to: The American Heart Association 4601 N. Fairfax Dr. Suite 700 Arlington, VA 22203 Heart’s Delight Sponsorship Opportunities to Support the American Heart Association Sponsorship opportunities to help support this compelling cause are available at many levels. Visit  www.heartsdelightwineauction.org for more information or download the Heart’s Delight Presenting Opportunities guidelines here.
Read More
Featured image for ““Life is Why” says the American Heart Association”
May 02, 2017

“Life is Why” says the American Heart Association

Fulcrum Partners

For 17 years, Heart’s Delight has been one of the leading destination events for winemakers, culinary experts, and the event supporters who gather in Washington D.C. to raise a glass or two, as they raise funds to support the American Heart Association. With more than $15 M raised to date, the event has helped the American Heart Association in the fight against the number one disease in America. This year, Fulcrum Partners joins Amgen, Anika System and AT&T as Winemaker Sponsors. Hosted over four days beginning May 10, the program includes: Congress Has Heart; Embassy & Winemaker Dinner Series; the Vintners Dinner & Auction; and the Saturday Bordeaux Master Class & Grand Tasting. As the American Heart Association and the American Stroke Association remind us: Life Is Why “Everyone has a reason to live a longer, healthier life. What is your why? …family is why … love is why … my dad is why … travel is why …laughter is why …champagne is why … soccer is why …my friends are why … my second chance is why …wine is why …fishing with grandpa is why … ballet is why … my patients are why … my dancing is why
Read More
Featured image for “Fulcrum Partners Houston Led by Executive Benefits Pioneers”
April 27, 2017

Fulcrum Partners Houston Led by Executive Benefits Pioneers

Fulcrum Partners

PONTE VEDRA BEACH, FL — (April 27, 2017) –  Fulcrum Partners LLC executive benefits advisory is celebrating its 10-year anniversary, and honoring its nationwide team of managing directors. Although the organization is reaching its first decade, its leadership averages 30+ years of experience in executive compensation and benefits, including the nearly 40-year partnership of Gus Comiskey Jr. and Stephen M. Kaufman, founders of Fulcrum Partners Houston. Both Gus and Stephen are native Houstonians and second-generation insurance industry professionals. “Our fathers,” said Stephen Kaufman, “competed with each other in the general insurance business. Gus and I competed some, in the early days, then decided to partner to work together in what was at that time a new business, that of designing supplemental executive benefits and using special insurance products to finance those liabilities. That was in February 1978. Next year we’ll celebrate 40 years of partnership.” Gus Comiskey added, “As founding members of M Financial, we were pioneers in the early days of the executive benefits business. We built Comiskey Kaufman, Inc. into the Southwest’s leading executive benefits consulting firm, reaching a peak of 41 employees. We sold CKI to Clark Consulting in 2002, joining the company as managing directors of
Read More
Featured image for “Celebrate Well… Easter Wishes from the Executive Benefits Consultants at Fulcrum Partners”
April 14, 2017

Celebrate Well… Easter Wishes from the Executive Benefits Consultants at Fulcrum Partners

Fulcrum Partners

Celebrate Well… Easter Wishes from the Executive Benefits Consultants at Fulcrum Partners Whether you are observing Easter, Passover, or simply celebrating the return of Spring, the executive benefits consultants at Fulcrum Partners remind you to, “Celebrate well.” Wishing you a relaxed and wonderful weekend.
Read More
Featured image for “Fulcrum Partners Celebrates with Arise Rwanda”
April 05, 2017

Fulcrum Partners Celebrates with Arise Rwanda

Fulcrum Partners

Fulcrum Partners Celebrates with Arise Rwanda Fulcrum Partners LLC. joins Arise Rwanda Ministries (ARM), in celebrating goals realized as ARM pursues its mission of changing Rwandan lives through education, clean water, and financial opportunity. More than two years have passed since the Fulcrum Partners team united with Arise Rwanda, working toward the objective of building a vocational school in Boneza. During this time, members of the Fulcrum Partners executive team have gone to Rwanda to contribute their time and talents firsthand and collectively, Fulcrum Partners has donated more than $20,000 through the Valmark Global Gift Fund. Their purpose has been to facilitate the dream of John B. Gasangwa, founder of Arise Rwanda Ministries, and help make Kivu Hills Academy a reality. As you watch this short video, and see Phase I of Kivu Hills Academy vocational school in Boneza, Rwanda sitting on the crest of the hillside, remember that only a short time ago this was undeveloped land, inaccessible by roads, and with no access to utilities. More amazingly, much of the design, development, and construction of the facility can be credited to the school’s first class of students, who have literally been learning as they go. You can read
Read More
Featured image for “Fulcrum Partners is Proud to Join as a Sponsor of PICK-ALS Casino Night”
March 22, 2017

Fulcrum Partners is Proud to Join as a Sponsor of PICK-ALS Casino Night

Fulcrum Partners

Casino Night and the Chance to Bet on a Cure for ALS Fulcrum Partners is proud to join as a sponsor of PICKALS Casino Night. The Pickals Foundation, (Pick-ALS) a nonprofit 501(c)(3) public charity, is hosting a high-stakes evening of fun to benefit amyotrophic lateral sclerosis research—the disease you probably know as ALS. The event is scheduled for Saturday, March 25, 2017, from 7 to 11 PM, at the Loft at South Orange Performing Arts Center (SOPAC). Event Location: 1 SOPAC Way, South Orange, New Jersey 07079. Your $150 ticket includes: casino games, live and silent auctions, an open bar, tasty small plates, and $50 in casino chips. Proceeds benefit ALS research and patient care. If you can’t attend, but wish to join Fulcrum Partners in supporting this cause, visit the Event page at Pickals.org (https://pickals.org/event/) and look for the orange button marked “Donate” or go directly to https://pickals.org/donate. About Fulcrum Partners LLC: Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-765-5201.Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and
Read More