PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite …
PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …
PONTE VEDRA BEACH, FL — (July 16, 2019) Fulcrum Partners Managing Director Phil Currie will be a featured presenter at the webinar, “Case Study Overviews,” which is the second training event in an educational series designed to equip and inform financial advisors for incorporating nonqualified deferred compensation plans as part of their client services. The training program is presented by …
PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …
FOR IMMEDIATE RELEASE (PONTE VEDRA BEACH, FL March 26, 2019)– Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region. …
PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …
PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. …
FOR IMMEDIATE RELEASE Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA PONTE VEDRA BEACH, FLA — (July 24, 2018) Fulcrum Partners LLC, one of the nation’s largest executive benefits advisories, has launched a new webpage targeted to serve the interests of accounting, consulting and service firms, specifically the independent member firms of the …
“Critical information that other benchmarking reports typically cannot provide…” FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 13, 2018) Understanding executive pay over a lifetime can be a critical differentiator as companies compete for top talent and executives evaluate their opportunities. Two benefits plans may seem very similar at the onset of employment, yet over the years, they may …
PONTE VEDRA BEACH, FL — (May 2, 2018) Fulcrum Partners LLC, a nationwide executive benefits advisory, works in alliance with the select CPA member firms of the BDO Alliance USA. From May 7 through 9, Fulcrum Partners will be part of BDO’s 25th Anniversary Alliance Conference, to be hosted at the Bellagio, Las Vegas, Nevada. This year’s BDO Alliance conference …