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.
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December 12, 2017

A Unique Business Partnership Yields an Innovative Executive Benefits Advisory

Joe Thompson

FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (December 12, 2017) As a year-long celebration of a remarkable decade in business comes to a close, Fulcrum Partners LLC concludes its tribute to its managing directors by honoring the company’s founding office in Ponte Vedra Beach, Florida. Recognized as one of the largest and leading executive benefit advisories in the U.S., Fulcrum Partners has expanded over the past ten years from a single Florida-based office to thirteen nationwide locations. Founder and managing director Joseph A. Thompson launched the firm in 2007. Known for providing creative solutions to complex problems, Joe is a detail-driven, belt-and-suspenders kind of business professional, who never enters a room without an egress plan in mind. Many of his peers recognize him as a pioneer in the field of executive compensation and rely on him for his knowledge and in-depth understanding of corporate tax structures. With 44 years of industry experience, Joe is a cornerstone of the company, and is largely responsible for Fulcrum Partners laudable position in the industry today. “The opportunities I have had,” said Joe, “consulting with countless businesses in an extensive range of industries and providing financial advisory services have been exciting and fulfilling.
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September 30, 2015

Fulcrum Partners Expands Executive Benefits Consulting with Microsites

Joe Thompson

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive Benefits Consulting with Microsites (Ponte Vedra Beach, FL) Fulcrum Partners LLC., a leading executive benefits consultancy, has expanded its online presence with the launch of four microsites. Each of the websites delivers targeted information about one of the company’s twelve nationwide offices, providing website visitors with insights regarding the specialties and sub specialties of the Managing Director(s) at that regional location. The Managing Directors and locations represented by the microsites include: Joseph Thompson and Bruce Brownell, Fulcrum Partners Ponte Vedra Beach, (Jacksonville) Florida (www.fulcrumpartnerspontevedrabeach.com); Andrew Hart, Fulcrum Partners Washington D.C. (www.fulcrumpartnerswashingtondc.com); Gus Comiskey and Stephen Kaufman, Fulcrum Partners Houston (www.fulcrumpartnershouston.com) and Scott Cahill, Fulcrum Partners Orlando (www.fulcrumpartnersorlando.com). Andrew Hart, Fulcrum Partners Washington, said, “Although my office offers consultative evaluation and planning for a range of executive benefits, deferred compensation and total rewards strategies, we also offer specialized service in BOLI
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December 22, 2014

Happy Holidays from Fulcrum Partners

Joe Thompson

Merry Christmas, Happy Hanukkah,  and Happy Holidays from all of us at Fulcrum Partners! Steve Broadbent Atlanta, Ga Tom Chisholm Chicago, Il Christopher H. Nyland Charleston, Sc David H. Fisher Columbus, Oh Kristine Kopsiaftis Delray Beach, Fl Roy Imai Honolulu, Hi Gus Comiskey, Jr. Houston, Tx Stephen M. Kaufman Houston, Tx Phillip L. Currie, Jr. Los Angeles, Ca Scott Cahill Orlando, Fl Bruce Brownell Ponte Vedra Beach, Fl Joseph Arthur Thompson  Ponte Vedra Beach, Fl Craig E. Cayford Portland, Or Andrew B. Hart Washington, Dc
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February 05, 2014

Fulcrum Partners Video Raises Questions About Your Retirement Plan

Joe Thompson

With a new video, Fulcrum Partners Video Raises Questions About Your Retirement Plan PONTE VEDRA BEACH, FL–(Marketwired – Feb 5, 2014) – Recognizing that discussions of executive benefits planning and your retirement plan can feel complex and even tedious, Fulcrum Partners LLC has turned to video animator Ydraw, to bring its message to life in a fresh and energized way. Released online this week, Fulcrum Partners’ new video uses storytelling animation to ask the very serious question, “Do Your Company’s Retirement Plans Really Work?” “Integrated executive compensation as part of a Total Rewards Strategy is not a topic to treat lightly, especially in today’s economy,” says Fulcrum Partners Managing Director Joe Thompson, one of the company founders. “But sometimes, even for professionals in the industry, communicating in a lighter, more upbeat way helps people focus their attention on the real issue.” Thompson explains that many companies do not realize they could be doing a better job attracting, rewarding, and retaining key personnel. At the same time, many executives don’t recognize that all retirement plans are not created equally or that strategically selecting the right benefits plan could make a substantial difference in their retirement, especially for those at the Core
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