Steve Broadbent Remembers President George H. W. Bush

Fulcrum Partners Fulcrum Partners NEWS

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 …

Exchange for People, Human Resources eMagazine, article on tax deferral

Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Fulcrum Partners NEWS

Did You Get Hammered at Tax Time? Do You Need a New Strategy for Pre-Tax Deferral? Released this month in the April issue of  The Exchange for People, a Human Resources eMagazine, is an article by Chris Nyland and Steve Broadbent, both of Fulcrum Partners LLC.  This article, Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, looks at …

Fulcrum Partners LLC White Paper: Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Releases Report on Deferred Income and Higher Taxes

Fulcrum Partners Fulcrum Partners LLC White Paper, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL– (May 2, 2013) – Executive benefits consultancy Fulcrum Partners LLC announces the release of the white paper: “Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment.” Authored by Steve Broadbent (Fulcrum Partners LLC, Atlanta, GA) and Chris Nyland (Fulcrum Partners LLC, Charleston, SC), the report takes an analytic look at the common practice of deferring compensation …