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 …
PONTE VEDRA BEACH, FL — (Aug 28 2019) The Ponte Vedra Beach, Florida office of Fulcrum Partners is supporting the efforts of two nonprofit organizations, both based in the Jacksonville area. As one of the largest privately held executive benefits consultancies in the US, Fulcrum Partners has 13 nationwide offices, where their managing directors are each committed to local, national …
PONTE VEDRA BEACH, FL — (April 30, 2019) Managing Directors Bruce Brownell and G. Scott Cahill are representing Fulcrum Partners executive benefits consultancy at this week’s 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, is being hosted at the Cosmopolitan Las Vegas. In attendance are BDO Alliance USA member firms, respected BDO USA and International …
PONTE VEDRA BEACH, FLA — (May 8, 2018) Members of the senior leadership of Fulcrum Partners LLC, executive benefits advisory, were among the thought leaders and influencers participating in this year’s Annual Meeting of the Association for Advanced Life Underwriting (AALU). Held at the Marriott Marquis Washington, D.C., the three-day event kicked off on Sunday, April 29, and attracted top …
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 …
FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (December 12, 2017) As a year-long celebration of a remarkable decade in business comes to a close, Fulcrum Partners LLC concludes its tribute to its managing directors by honoring the company’s founding office in Ponte Vedra Beach, Florida. Recognized as one of the largest and leading executive benefit advisories in the U.S., …
FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the …
New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach. Fulcrum Partners Expands Executive …
Fulcrum Partners has issued the following media release today, May, 19, 2015, as an update on the progress at the Kivu Hills Academy, a project supported by Fulcrum Partners and the Global Gift Fund of Valmark Securities. FOR IMMEDIATE RELEASE Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project (Ponte Vedra Beach, FL) With the …
Merry Christmas, Happy Hanukkah, and Happy Holidays from all of us at Fulcrum Partners! Steve Broadbent Atlanta, Ga Tom Chisholm Chicago, Il Christopher H. Nyland Charleston, Sc David H. Fisher Columbus, Oh Kristine Kopsiaftis Delray Beach, Fl Roy Imai Honolulu, Hi Gus Comiskey, Jr. Houston, Tx Stephen M. Kaufman Houston, Tx Phillip L. Currie, Jr. Los Angeles, Ca Scott Cahill Orlando, …