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Enrolling in a Nonqualified Deferred Compensation Plan: What Participants Need to Do Now!

Enrollment season for NQDC plans comes at a time when many executives are already under a lot of pressure to meet end of year goals and prepare for the new year. Making informed and strategic choices around retirement requires retirement plan education that gets right to the key concerns of people implementing and participating in plans.

Join Monte Harrick and Steve Broadbent of Fulcrum Partners, a OneDigital Company, for an open webinar on the the most critical concerns for making choices during NQDC enrollment.

Who Should Attend?

  • NQDC Plan sponsors
  • Human Resources executives
  • Chief Financial Officers & other executive decision makers
  • and NQ plan participants

Tuesday, November 2, 2021
10:00: a.m. Pacific Time/ 1:00 p.m. Eastern Time

Please fill out the form below to register and receive the Zoom meeting information.


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Monte Harrick specializes in working with large corporations and nonprofit organizations in attracting and retaining management talent, specifically as it relates to executive benefits. His responsibilities include analyzing and consulting with these organizations on the design, funding and administration of leading nonqualified benefit plans and welfare benefit plans. He has been a consultant in the executive benefits space for over twenty-five years holding a senior position in a publicly traded corporation as well as in boutique consulting firms. His projects have included large Fortune 1000 Companies to small businesses who are looking for ways to help attract and retain management talent.

Monte has a passion for helping young people. For fifteen years he supervised week-long excursions for over 120 teenagers organizing and conducting seminars to build confidence and self-esteem. He also loves sports, which comes from his father, former UCLA basketball coach, Jim Harrick, who led the Bruins to the 1995 National Championship.

Monte holds a B.A. degree from Brigham Young University. He is a member of the Society of Financial Service Professionals and is securities licensed through the Financial Industry Regulatory Authority (FINRA).

Check the background of this investment professional on FINRA’s BrokerCheck


Steve Broadbent has more than twenty years of targeted financial industry experience, including 11 years as an executive with AT&T. He is the Former Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George H.W. Bush, and had a distinguished military career, retiring as a U.S. Navy Commander, serving at sea and in Washington, D.C..

His expertise includes carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Steve’s clients include publicly traded or large, privately held corporations.

Appointed by Gov. Brian Kemp, Steve serves on the State of Georgia Board of Community Affairs. He is a two-time recipient of the Navy’s Meritorious Service Medal, recipient of the Meritorious Service Award from the Secretary of the Treasury and recipient of the Commissioner’s Award, which is the highest honor presented by the Commissioner of the Internal Revenue Service. He holds a Master of Arts in Public Policy from George Washington University, a Master’s in Business Administration from the University of North Carolina at Chapel Hill, and a Bachelor of Science in Nuclear Engineering from the University of Virginia.

Check the background of this investment professional on FINRA’s BrokerCheck

Fulcrum Partners Monte Harrick

Monte Harrick

Senior Vice President – Retirement 

626.437.2896

monte.harrick@fulcrumpartnersllc.com

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.


Steve Broadbent, Fulcrum Partners Atlanta

Steve Broadbent

Senior Vice President – Retirement 

678.777.6313

steve.broadbent@fulcrumpartnersllc.com

Steve Broadbent is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.