Latest News and Press Releases

Investment Advisors May Be Able to Seek Repayment of Deferred Compensation Forfeited Upon Leaving for New Employment

ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at...

ATLANTA, Aug. 17, 2022 (GLOBE NEWSWIRE) -- Steve Broadbent and Sam Robert of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Apex Sales Summit and...

ATLANTA, June 09, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company announces the release of a new webinar by Senior Vice President- Retirement Steve Broadbent. Discussing “IRS Audits...

ATLANTA, March 01, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company and a leading executive benefits firm announces the selection of five Catalyst Leaders. Kenny DePaola, Vice...

ATLANTA, Dec. 21, 2021 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company, reminds U.S. federal taxpayers that the temporary tax break for charitable donations to qualified organizations...

ATLANTA, Aug. 12, 2021 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company, has published, “Nonqualified Plan Financing: One Size Does Not Fit All”. The report looks at strategies an...

PONTE VEDRA BEACH, Fla., Aug. 13, 2020 (GLOBE NEWSWIRE) -- Fulcrum Partners, a leading executive benefits advisory, announces the publication of “Will New 401(k) Compliance Testing Issues Arise...

PONTE VEDRA BEACH, Fla., April 14, 2020 (GLOBE NEWSWIRE) -- Fulcrum Partners, a leading executive benefits advisory, has just released a new report on some potential consequences of the Coronavirus...

PONTE VEDRA BEACH, Fla., March 26, 2020 (GLOBE NEWSWIRE) -- Fulcrum Partners, one of the nation’s largest executive benefits advisories, announces publication of “Rabbi Trust: An Important Element...