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. Click here to read all recent articles related to the impact of the COVID-19 Pandemic.
Featured image for “Happy Memorial Day Weekend 2021”
May 28, 2021

Happy Memorial Day Weekend 2021

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The team at Fulcrum Partners wishes you and your family a safe, happy start to your summer over the long Memorial Day weekend.
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May 09, 2021

Happy Mother’s Day from Fulcrum Partners

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Happy Mother’s Day From Fulcrum Partners
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April 02, 2021

Happy Easter from the Team at Fulcrum Partners

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The team at Fulcrum Partners, a OneDigital Company, wishes you and your family a Happy Easter. We hope you find time to relax, and celebrate the values that matter most in life and the renewal that comes with the Spring. Enjoy a safe and Happy Easter Holiday!
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December 29, 2020

Fulcrum Partners: Reframing 2020 As We Celebrate 2021

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Let’s memorialize 2020 as a year that we spent more time thoughtfully reflecting and less time thoughtlessly reacting.
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December 24, 2020

Merry Christmas and Warmest Wishes for a Happy New Year

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Wishing you Merry Christmas, Happy Holidays and a joyful and prosperousNew Year. Best wishes from your friends at Fulcrum Partners
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November 26, 2020

Happy Thanksgiving from Fulcrum Partners

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The team at a Fulcrum Partners wishes you a Thanksgiving holiday filled with happiness, health, and hope.
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September 04, 2020

Enjoy Your Labor Day Weekend

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Since September 5, 1882, the United States of America has celebrated Labor Day. Following twelve years of the date being celebrated and honored by the Central Labor Union, on June 28, 1894, President Grover Cleveland signed the law making the first Monday in September a national holiday every year.
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July 03, 2020

Happy Independence Day: Celebrating July 4, 2020

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“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.”
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June 21, 2020

Happy Father’s Day from Fulcrum Partners

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To Dads, Stepdads, and cherished Grandfathers, we wish you a safe, happy, and blessed Father’s Day 2020.
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May 10, 2020

Mother’s Day Wishes from Fulcrum Partners

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Celebrating amazing women everywhere. Happy Mother’s Day 2020.
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