Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

Fulcrum Partners Fulcrum Partners Media Release

Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law effects various aspects of 401(k) plans. Fulcrum Partners, a leading U.S. executive benefits advisory, has released a report focused on other important implications of the SECURE Act, specifically how it may impact nonqualified deferred compensation (NQDC) plans and retirement distribution elections.

Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

At this time of year, with much attention focused on creating magical Christmas experiences for children,  Fulcrum Partners Managing Director Monte Harrick is drawing attention instead to the millions of children around the world who are victims of human trafficking.

Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (October 29, 2019) Fulcrum Partners, executive benefits advisory, announces the hiring of Mike Powers, the firm’s new Chief Administrative Officer. Powers, who assumed the newly created role earlier this month, will manage the firm’s day-to-day operations and help facilitate strategic initiatives. Fulcrum Partners is one of the nation’s leading executive benefits consultancies and currently has …

Fulcrum Partners Supports Feeding Children Everywhere

Fulcrum Partners Supports Feeding Children Everywhere

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (October 22, 2019) With the commitment  of Co-Founder and Managing Director, G. Scott Cahill, Fulcrum Partners, LLC is a supporter of Feeding Children Everywhere (FCE). Dedicated to sustainability, Feeding Children Everywhere offers a Full Cart program to help working individuals and families extend their grocery budget and provide career services, international development, domestic meal distribution, …

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

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 …

The Wall That Heals, Johns Creedk, GA Fulcrum Partners

Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

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 …

Phil Currie Fulcrum Partners

Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation

Fulcrum Partners Fulcrum Partners Media Release

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 …

Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

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 …

Fulcrum Partners launches Fulcrum Partners Salt Lake City

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

Fulcrum Partners Fulcrum Partners Media Release

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. …