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Fulcrum Partners Executive Benefits Hires Chief Administrative Officer

Fulcrum Partners. Fulcrum Partners News, Fulcrum Partners Media Releases

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 …

From left: Jeff Roberts, ADP; Phillip L. Currie Jr., Fulcrum Partners; and Corby Dall, 401k Advisors Intermountain. Photograph by Matt Kalinowski.

PANC 2019: The Value of Supplementary Plan Options

Fulcrum Partners. Deferred Compensation News

This article was first published on September 18, 2019 and is republished here with permission of PLANADVISER. How NQDC plans can help plan sponsor clients attract, retain and reward key employees and executives. By Lee Barney From left: Jeff Roberts, ADP; Phillip L. Currie Jr., Fulcrum Partners; and Corby Dall, 401k Advisors Intermountain. Photograph by Matt Kalinowski. In “The Value of …

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Fulcrum Partners Deferred Compensation News Update

Fulcrum Partners. Fulcrum Partners News

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 …

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Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

Fulcrum Partners. Fulcrum Partners News, Fulcrum Partners Media Releases

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 …

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 …

Phil Currie Fulcrum Partners

Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation

Fulcrum Partners Fulcrum Partners Media Releases

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 …

Fulcrum Partners launches Fulcrum Partners Salt Lake City

Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City

Fulcrum Partners Fulcrum Partners Media Releases

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. …

Tom Cook Fulcrum Partners Executive Benefits, Newport Beach, CA

Fulcrum Partners Adds Tom Cook to Its Newport Beach, CA Office

Fulcrum Partners Fulcrum Partners Media Releases, Fulcrum Partners News

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 Newport Beach Office

Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Releases, Fulcrum Partners News

  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 …