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Plan Adviser September 2019



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PLANADVISER 2019 National Conference: The Value of Supplementary Plan Options
Moderator: Corby Dall
Panelists: Jeff Roberts, Phil Currie

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Plan Adviser September 2019

  1. 1. TheValue of Supplementary Plan Options Moderator: Corby Dallf Panelists: Jeff Roberts Phil Currie
  2. 2. Phil Currie Managing Director, Fulcrum Partners For over 30 years, Phil has consulted in the Nonqualified Plans field where he is recognized as an industry leader. His expertise includes designing Nonqualified benefit programs that align plan design features with corporate objectives. Dedicated to the client relationship, Phil says, “I must listen first, not assuming I know your objectives, before I am able to make my recommendations.” Phil currently oversees the management of numerous Nonqualified benefit programs for his Fortune 1000 clients, which are long-term client relationships that are built on trust and confidence in Phil’s experience and integrity. More than 20 years of experience as a top Nonqualified Plan Advisor. Began his career in the executive benefits division of Sedgwick James, which later merged with Marsh. At Sedgwick James, he developed the national “Standards of Practice” for the firm’s Executive Benefits Group Tel. 213-438-6382 E-mail: Jeff Roberts, CPC Regional Channel Manager, ADP RetirementServices JoinedADP Retirement Services, July 1998 • Over 25 years in the Retirement Services industry • Over 20 years focused exclusively on Executive Deferred Compensation Education andTraining/Organizations • Certified PensionConsultant, American Society of Pension Professionals andActuaries (ASPPA) Jeff serves as the national new business manager for ADP’s Executive Deferred Compensation practice which administers over 140 non-qualified plans with $8.5 billion in plan liabilities across 21,000 executive accounts. Jeff works with clients and prospects to develop, review and refine executive total rewards strategies which drive recruitment, retention and performance of the key employees who are responsible for business success. Jeff has significant experience with start-up Non-Qualified Deferred Compensation (NQDC) and LongTerm Incentive (LTI) plans for privately held businesses. Tel. 206-654-8011 E-mail: Speaker Bios
  3. 3. Corby Dall President & Managing Partner, 401k Advisors Intermountain Corby leads a well-respected team and provides that all important grey hair for an air of confidence. He keeps his team happy as they focus solely on the success of retirement plans for the benefit of the employee and peace of mind of the employer. Starting in the financial services world in the 80’s, Corby quickly realized the need for honest advice and wanted to help as many people as possible.This passion led to a clear path; partnering with employers to help as many people as possible retire with confidence and dignity.Corby has helped countless companies stop thinking of “401k” as a four letter word while creating thousands of successful retirement outcomes. Corby was named 2017 Retirement Plan Advisor of theYear and has been recognized as one of theTop 100 Retirement PlanAdvisors by PLANADVISER magazine 5 years running. He is a founding member of the National Association of Plan Advisors, currently serving on the Leadership Council and Government Affairs committee. Corby serves on several industry advisory boards and works closely with lead policy makers, legislators and regulators to help shape future retirement policy. On a personal note, Corby has been married to his wife Karen for 34 years and was “blessed” with 3 boys, He enjoys spending time teaching financial awareness to local youth and volunteers with several youth groups. He dominates in “basement games” (don’t ask, you don’t want to know).He also loves boating, skiing, tennis and snowmobiling. Tel. 801-631-1988 E-mail: