Fulcrum Partners publishes report examining how companies may be unintentionally shortchanging the key executives they rely on most.

Shortchanging Key Executives: New Report by Fulcrum Partners

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (May 6, 2019) Fulcrum Partners, one of the nation’s largest executive benefits advisories has released a report examining how companies may be unintentionally shortchanging the key executives they rely on most. The report, titled, “The Benefits Gap: How it Happens and How to Fix It” is available for download on the  Fulcrum Partners website at  www.fulcrumpartnersllc.com.

rabbi trust release

Report Published on Rabbi Trusts During Times of Economic Uncertainty

Fulcrum Partners. Fulcrum Partners Media Releases

PONTE VEDRA BEACH, FL — (March 26, 2020) Fulcrum Partners, one of the nation’s largest executive benefits advisories, announces publication of “Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress.” The whitepaper, which is available to view online or download as a PDF, provides an overview of nonqualified plan benefit security issues that are important to review during financial or economic turmoil, specifically looking at rabbi trusts as the primary benefit security tools available to nonqualified plan sponsors.

SECURE Act release cover

Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Important Strategic Tax-Saving Solutions

Fulcrum Partners. Fulcrum Partners Media Releases

Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law effects various aspects of 401(k) plans. Fulcrum Partners, a leading U.S. executive benefits advisory, has released a report focused on other important implications of the SECURE Act, specifically how it may impact nonqualified deferred compensation (NQDC) plans and retirement distribution elections.

fulcrum sponsors luis palau 2019

Fulcrum Partners Sponsors Luis Palau Festival in Côte d’Ivoire

Fulcrum Partners. Philanthropy

PONTE VEDRA BEACH, FL — (Oct 15, 2019) Thanks to the  support of Co-Founder and Managing Director, G. Scott Cahill, Fulcrum Partners, LLC was recognized as a corporate sponsor of the Luis Palau Association’s Love Côte d’Ivoire Festival. For more than 50 years, Luis Palau and his team have led ministry events around the world, sharing their faith through evangelism …

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 …

phil currie planadviser conference

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 …

Adam Monson Fulcrum Partners LLC executive benefit

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

Fulcrum Partners Fulcrum Partners News

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 …

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 …