Doing Business When It’s Not Business as Usual

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At Fulcrum Partners, we’re doing the same things you are, following recommended best-practices for dealing with coronavirus (COVID 19). We’re also working with our clients, and their clients, in ways that are flexible and accommodating. 

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 …