PONTE VEDRA BEACH, FL (December 2013)
Bruce Brownell, a founder and managing director at Fulcrum Partners (Ponte Vedra Beach, Florida), was a featured Roundtable Discussion Leader at the recent Chief Human Resources Officer Exchange. The three-day event, held at the Ritz-Carlton, Amelia Island, brought together financial and benefits planning strategists and Human Resource Executives representing top public and privately-held organizations.
Brownell guided discussions examining how retirement fits into a company’s Executive Total Rewards strategy, focusing on benefits benchmarking and the distinctions between a retirement plan and a retirement strategy. Brownell, a specialist in IRC Section 409A including the integration of equity-based plans, tax-deferred executive compensation, and supplemental retirement strategies, is a pioneer in developing Fulcrum Partners’ proprietary Executive Benefits Benchmarking practices.
Bruce Brownell says, “Both companies and executives have much to gain by understanding and implementing retirement benefits strategies that provide executives with better tools for savings and financial planning—call it looking out for the financial wellness of the talented people who make your company successful. CHRO Exchange events afford an ideal platform for examining Executive Total Rewards options.”
CHRO Exchange provides Human Resource professionals a venue for learning, networking, and the exchange of ideas through co-presented Case Studies, Panel Discussions, Case Reviews, Roundtable Discussions and Interactive Debates, attendees customize their experience, networking with peer level professionals, while learning new ideas and strategies they can replicate within their own organizations to build a best practices culture.
About Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s leading and largest executive benefits consultancies. With a team of experienced industry professionals who serve with diverse skill sets, targeted experience, and in-depth expertise in executive compensation and benefits consulting, the consultants at Fulcrum Partners focus on an integrated approach to the design, financing, and plan administration of executive benefits programs. Fulcrum Partners LLC is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles, California; Orlando, Florida; Ponte Vedra Beach, Florida; Portland, Oregon; and Washington D.C.
Securities offered through Valmark Securities, Inc., 130 Springside Drive, Suite 300, Akron, OH 44333 or NFP Securities, Inc. (NFPSI) Members FINRA/SIPC. Investment Advisory services offered through NFPSI or Valmark Advisers, Inc., a SEC Registered Investment Adviser. Fulcrum Partners, LLC is a separate entity from ValmarkSecurities, Inc., Valmark Advisers, Inc. and NFPSI.