The Wall That Heals, Johns Creedk, GA Fulcrum Partners

Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …

Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Fulcrum Partners NEWS

(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …

Steve Broadbent Remembers President George H. W. Bush

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Fulcrum Partners joins the nation and the world as we mourn the loss of President George H. W. Bush and honor his legacy of service. Steve Broadbent is a Fulcrum Partners Managing Director in Atlanta. Before becoming part of the Fulcrum Partners team, Steve was the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George …

Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation

Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation

Fulcrum Partners Executive Benefits News, Fulcrum Partners Giving, Fulcrum Partners NEWS

“…We know this gift has the potential to save lives.” PONTE VEDRA BEACH, FL — (Oct 17, 2017) The Johns Creek Fire Department and the City of Johns Creek (GA) community have received a $3200 donation from the Valmark Global Gift Fund. The donation has enabled the Johns Creek Public Safety Foundation to expand cardiopulmonary resuscitation / automated external defibrillator …

Steve Broadbent Fulcrum Partners Atlanta

Steve Broadbent, Exemplifying the Fulcrum Partners Executive Benefits Edge

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

For Immediate Release Re: Steve Broadbent, Fulcrum Partners Atlanta PONTE VEDRA BEACH, FL — (July 27, 2017) In 2007, a group of seasoned financial industry professionals founded Fulcrum Partners LLC. Their intent was to bring together exemplary talent in their profession, creating an independent, member-owned firm dedicated to helping companies achieve cost-effective executive benefits plans that reward key leadership in …

Kenny DePaola of Fulcrum Partners LLC

Fulcrum Partners Executive Benefits Adds New Financial Consultant

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Fulcrum Partners Executive Benefits Adds New Financial Consultant Ponte Vedra Beach, FL (Sept 8, 2016) FOR IMMEDIATE RELEASE Fulcrum Partners LLC., (Fulcrum Partners executive benefits) continues its aggressive growth commitment, hiring Financial Consultant, Kenneth DePaola. DePaola joins Managing Director Tom Chisholm at the Fulcrum Partners Chicago office. Kenny DePaola comes to Fulcrum Partners from Northwestern Mutual, where he was honored …

Happy Holidays from Fulcrum Partners

Happy Holidays from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

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, …

Electronic DOL Filing for Top Hat Plans to Be Mandatory

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Nonqualified deferred compensation “top hat” plans do not require annual Form 5500s. Instead, the Department of Labor requires a Top Hat plan disclosure letter whenever a new plan is implemented. Nonqualified Deferred Compensation Plans enable executives and other high-income earners to defer income beyond the limits of qualified 401(k) plans. These plans garner more attention any time there are tax …

Changing Executive Compensation Plans & Performance-Based SERPs

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Online Human Resources publication “The Exchange for People Strategy”  recently published an article by Steve Broadbent and Tom Chisholm regarding the impact of changing regulations on executive compensation strategies, and how performance-based SERPs provide solid answers to maintaining a balanced and incentivizing compensation plan. The Exchange is a monthly publication you can receive directly to your inbox. We invite you to become a subscriber …