Fulcrum Partners, a OneDigital Company, announced Sam Robert as a 2022 Catalyst Leader. Sam is a company Vice President – Retirement and is based in the Dallas/Fort Worth area. He is the fourth member of the Fulcrum Partners team to receive recognition as a Catalyst Leader in 2022, joining company Vice Presidents – Retirement, Kenny DePaola, Christine Scott and Adam Monson.

Managing Director Mike Powers said, “At Fulcrum Partners, a OneDigital company, we realize that our organization’s ability to respond to and serve the needs of a changing workforce is directly aligned with the quality of young talent we bring into our company. Although Sam has not been part of the Fulcrum Partners team for long, he has quickly distinguished himself through his attentive and detail-driven client service and exceptional industry knowledge.”

“It’s a genuine pleasure to be working with such a knowledgeable team of advisors,” said Sam. “I’ve spent half of my career partnering with this team from the record-keeping side, so it’s an incredible experience to now be working with this team each day and calling them my peers.”

“Sam is an industry specialist,” said Senior Vice President Monte Harrick, one of Sam’s mentors and project partners. “As part of Fulcrum Partners, a OneDigital company, Sam is positioned to deliver what we believe is the most holistic, comprehensive client service available in the industry. He is seizing the opportunity and the companies he serves are benefiting because of it.”

Sam added, “I’m passionate about helping plan sponsors create innovative nonqualified plan solutions. Providing a state-of-the-art nonqualified plan that is well-positioned within the organization can mean the difference between hiring the right employee candidate or retaining a top key contributor. I love watching the lightbulb turn on for plan committee members, or when the Chief Human Resources Officer looks across the table at you and says, ‘I never thought about it that way’ or ‘we’re implementing that immediately.’ And while it’s always exciting to work with new plan sponsors to create new plans, I especially enjoy developing unique education campaigns for existing plans that lead to increased plan participation.”  

Sam is a graduate of the University of Texas at Arlington and holds Financial Industry Regulatory Authority (FINRA) Series 66 and Series 7 Licenses.

Learn more about Sam Robert and all the executive benefits specialists at Fulcrum Partners, a OneDigital Company (fulcrumpartnersllc.com/team/). To find out more about how organizations and executives can benefit from the use of nonqualified deferred compensation (NQDC) plans, follow Deferred Compensation News.