Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

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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 …

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Executive Benefits Consulting Process Defined

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We’ve added a page to the Fulcrum Partners website, outlining our step-by-step executive benefits consulting process. You’ll find the page as a link off our “Team” page, clickable from the on-page hyperlink: 7-Step Executive Benefit Plan Consulting Process. Although we’ve previously shared the executive benefits consulting process on Deferred Compensation News and Updates and we include a downloadable PDF, we …

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Fulcrum Partners Deferred Compensation News Update

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Read more about some of the most-popular recent posts here on Deferred Compensation News and Updates: Sixth Circuit Nonqualified Deferred Compensation Plan Decision Highlights Importance of Code Section 409A Compliance and ERISA (the Employee Retirement Income Security Act of 1974) Claims Procedures Attorneys Greg Daugherty and Dave Tumen of Porter Wright, shared insights on why being subject to ERISA may be a good thing for nonqualified …

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

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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 …

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The American Worker: So Much of the Nation’s Strength, Freedom, and Leadership

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“The vital force of labor added materially to the highest standard of living and the greatest production the world has ever known, and has brought us closer to the realization of our traditional ideals of economic and political democracy. It is appropriate, therefore, that the nation pays tribute on Labor Day to the creator of so much of the nation’s …

Phil Currie Presenting at PlanAdviser

Phil Currie Will Present at PLANADVISER National Conference in September

Fulcrum Partners Fulcrum Partners NEWS

Look for Fulcrum Partners’ Phil Currie as a featured speaker at next month’s PLANADVISER National Conference. Phil, who heads the Fulcrum Partners offices in Newport Beach, California and in Salt Lake City, Utah, will be part of a two-member panel discussing The Value of Supplementary Plan Options. The 2019 PLANADVISER National Conference (PANC) will take place September 16-18, at the …

World Bicycle Relief Tom Chisholm Fulcrum Partners

Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief

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PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed …

Adam Monson Fulcrum Partners LLC executive benefit

Creative Executive Benefit Compensation Plans Don’t Just Fall Out of the Sky

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An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners. And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video …

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Independence Day | Happy July 4 Holiday from Fulcrum Partners

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At Fulcrum Partners, we value, respect, and celebrate freedom and independence. Happy Birthday America! Preamble to the Declaration of Independence We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness Dated July 4, 1776 Wishing …

Happy Fathers Day from Fulcrum Partners

Happy Father’s Day from Fulcrum Partners

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For all the Dads who make growing up better…. Happy Father’s Day! Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment …