Fulcrum Partners Chicago
Your organization has many financing options for nonqualified deferred compensation plans, (NQDC), but does it have the guidance it needs to select the optimal plan? Is your company doing enough to attract, retain, and reward the executive talent essential to your organization’s competitive positioning? Fulcrum Partners Chicago brings you sophisticated solutions for expanding benefit and equity offerings to executives.
Executive Benefits and Deferred Compensation Team
With clients both in the Chicago area and nationwide, Fulcrum Partners Managing Director & Partner Tom Chisholm and Financial Consultant Kenny DePaola consult on a range of executive benefits needs including nonqualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions.
Tom Chisholm
Tom Chisholm Managing Director and Partner Fulcrum Partners Chicago, IL Tom helps corporations find creative solutions to design and finance their executive benefit plans. His expertise includes nonqualified benefit programs, bank, trust, and corporate owned life insurances (BOLI, TOLI, COLI), senior management compensation, employee retention, change in control issues, and plan integration…
Kenny DePaola
Financial Consultant Fulcrum Partners LLC Chicago, IL Entrepreneurship has been an ever-present part of Financial Consultant, Kenny DePaola’s upbringing. After helping grow his family’s business to $1M in revenue in only three years, Kenny, took his management, operations, and marketing skills to Northwestern Mutual. In his first year, he earned…
COLI and TOLI
Corporate Owned Life Insurance (COLI) and Trust Owned Life Insurance (TOLI)
COLI and TOLI afford companies a smarter strategy for financing the expense of employee benefits. Tom Chisholm explains: “Corporate owned or trust owned life insurance can help organizations reduce taxes on invested assets, while concurrently increasing returns and shareholder value. In the short term, COLI or TOLI programs typically target hedging P&L volatility and track benefit plan balance sheet liabilities. Such plans can increase benefit security while recouping overall plan costs, which delivers greater value for plan sponsors.”
Fulcrum Partners Nationwide Offices
Fulcrum Partners was founded in 2007 by financial industry executives who average more than 31 years in executive compensation and benefits consulting. As a member-owned firm, with far-reaching, multidisciplinary industry relationships, Fulcrum Partners leverages its strength and intellectual capital to best serve its clients. With thirteen nationwide locations, the team at Fulcrum Partners serves medium to large, publicly- and privately-held companies, many of which have been clients of our managing directors for decades.
Fulcrum Partners is an Independent Member of the BDO Alliance USA.
