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 — (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 …
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 …
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 …
For Immediate Release PONTE VEDRA BEACH, FL — (February 20, 2018) For the third consecutive year, the Los Angeles and Newport Beach offices of Fulcrum Partners LLC are entering the new year with announcements of growth and expansion. Thomas A. Cook, CFA has joined the team as Financial Consultant at the company’s Newport Beach office. Tom, who has nearly a …
Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 23, 2017) Not only is Fulcrum Partners LLC celebrating a decade of service as a leading U.S. executive benefits advisory, this year the company’s California office is expanding to a second location in a move the firm has branded …
Fulcrum Partners LLC is proud to announce: Paul Murray Joins Fulcrum Partners as Managing Director Ponte Vedra Beach, FL (January 27, 2016) One of the nation’s largest and leading executive benefits consultancy, Fulcrum Partners LLC., announced that Paul S. Murray has joined the company as a Managing Director. The company expects that Murray’s appointment will expand and strengthen the high …
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, …
Do you feel like you are “stuck with your SERP?” In this month’s issue of PSX: People Strategy Exchange, you’ll find cutting edge views and perspectives on all things relating to people strategy; a fresh take on human resources issues and executive benefits plan solutions. Access the magazine here. And read “A New Look at Executive Retirement Plans,” from Phil Currie …