Deferred Compensation News and Updates

FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the largest privately-held executive benefits consultancies in the US, with thirteen offices nationwide and more than $6B of assets under management. As a member firm of the Valmark Financial Group, Fulcrum Partners is both a long-time supporter of Daniel Kids and an active participant in the Valmark Global Gift Fund’s program for matching donations. Through this initiative, Daniel Kids, Florida’s oldest child-serving agency, received a $7,300 grant from Fulcrum Partners Ponte Vedra Beach that the Valmark Global Gift Fund then matched, dollar for dollar. The $14,600 donation will support Daniel Kids in serving thousands of abandoned, abused and neglected children. Jim Clark, president and CEO of Daniel Kids, said he deeply values the support of Fulcrum Partners and Valmark Global Gift Fund. “We are so grateful,” Clark said, “To have organizations – both local and national – that recognize the importance

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive Benefits Consulting with Microsites (Ponte Vedra Beach, FL) Fulcrum Partners LLC., a leading executive benefits consultancy, has expanded its online presence with the launch of four microsites. Each of the websites delivers targeted information about one of the company’s twelve nationwide offices, providing website visitors with insights regarding the specialties and sub specialties of the Managing Director(s) at that regional location. The Managing Directors and locations represented by the microsites include: Joseph Thompson and Bruce Brownell, Fulcrum Partners Ponte Vedra Beach, (Jacksonville) Florida (www.fulcrumpartnerspontevedrabeach.com); Andrew Hart, Fulcrum Partners Washington D.C. (www.fulcrumpartnerswashingtondc.com); Gus Comiskey and Stephen Kaufman, Fulcrum Partners Houston (www.fulcrumpartnershouston.com) and Scott Cahill, Fulcrum Partners Orlando (www.fulcrumpartnersorlando.com). Andrew Hart, Fulcrum Partners Washington, said, “Although my office offers consultative evaluation and planning for a range of executive benefits, deferred compensation and total rewards strategies, we also offer specialized service in BOLI

Fulcrum Partners has issued the following media release today, May, 19, 2015, as an update on the progress at the Kivu Hills Academy, a project supported by Fulcrum Partners and the Global Gift Fund of Valmark Securities.   FOR IMMEDIATE RELEASE Fulcrum Partners and Valmark Global Gift Fund Celebrate Progress in Rwanda School Project (Ponte Vedra Beach, FL) With the help of Fulcrum Partners LLC and the Global Gift Fund of Valmark Securities, five acres of land in Boneza, Rwanda has been secured as the campus for a new school. The vision for the school, known as Kivu Hills Academy, is that it will provide secondary school academic, vocational and entrepreneurial training for high school students and will encourage students to stay in the local community, helping it prosper and grow. In December 2014, Fulcrum Partners, an executive benefits consultancy with twelve nationwide offices, donated $10,000 to help underwrite the cost of building the school. Fulcrum Partners and the Valmark Global Gift Fund join with the team at Arise Rwanda, a 501(c)(3) nonprofit and faith based organization responsible for the school’s development, in celebrating the acquisition of the land. Further progress on the project includes the recent completion of a

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, Fl Bruce Brownell Ponte Vedra Beach, Fl Joseph Arthur Thompson  Ponte Vedra Beach, Fl Craig E. Cayford Portland, Or Andrew B. Hart Washington, Dc

You could describe it as an opportunity to make a meaningful difference or the chance to help answer the question, when facing a child in the poverty of Rwanda, “What would you say to help him think God is good?” When the team at Fulcrum Partners heard the story of how native Rwandan, John Gasangwa, has completed his education in the United States and then returned to help the people of Rwanda rebuild their country, we wanted to be part of what he was making happen. Working through the Valmark Global Gift Fund, we believe we are making a difference. Our $10,000 donation funds roughly ten percent of the cost to build a vocational high school in the Boneza, Rwanda community. Forgiveness does not change the past; it inspires the future, and this is the powerful lesson the people of Rwanda are sharing with the world. Please read the full content of our new release by clicking here: Fulcrum Partners Helps Build a Rwandan School through Valmark Global Gift Fund    

Managing Director Bruce Brownell is a feature interviewee in the September 2014 issue of The Exchange for People Strategy in a piece entitled “From Total Rewards to Total Value Exchange: A Mandate to Engage Key Stakeholders in the Organization’s Mission, Vision, and Values.” In this comprehensive 17 page question and answer session, Bruce Brownell and Michael Graham of Grahall, LLC cover key understandings of Total Rewards and total value exchange strategies. You can read this article directly in PSX magazine, or in the embedded copy below. The Exchange is a monthly publication you can receive directly to your inbox. We invite you to become a subscriber (no subscription fee) to The Exchange for People Strategy by emailing steve.broadbent@fulcrumpartnersllc.com. In your email, asked to be added to our Exchange subscribers list. From Total Rewards to Total Value Exchange: A Mandate to Engage Key Stakeholders in the Organization's Miss… by Fulcrum Partners LLC

From The Exchange for People Strategy, May 2014 issue, a Human Resources (HR) eMagazine, comes the following article by Bruce Brownell of Fulcrum Partners LLC. You’ll find new articles every month from the executive benefits consultants at Fulcrum Partners featured in The Exchange. The Exchange is a recently launched publication that strives to ask (and answer) today’s most challenging Human Resources questions. You can become a subscriber (no subscription fee) to The Exchange for People Strategy by emailing steve.broadbent@fulcrumpartnersllc.com. Learn more about careers in executive benefits consulting by following us on LinkedIn. www.linkedin.com/in/fulcrumpartnersllcnews/ Could the Boom Take You into a Career in Executive Benefits Consulting? “The Executive Benefits industry will need energetic, multi-disciplinary talent to help accelerate the evolution of executive Total Rewards. As Pay for Performance dominates the compensation culture, Executive Benefits experts will need to help Plan sponsors understand how to leverage critical pay elements such as retirement into their Performance Strategy.” Could the Boom Take You into a Career in Executive Benefits Consulting by Fulcrum Partners LLC

PONTE VEDRA BEACH, FL (December 2013) Bruce Brownell, a founder and managing director at Fulcrum Partners (Ponte Vedra Beach, Florida), was a featured Roundtable Discussion Leader at the recent Chief Human Resources Officer Exchange. The three-day event, held at the Ritz-Carlton, Amelia Island, brought together financial and benefits planning strategists and Human Resource Executives representing top public and privately-held organizations. Brownell guided discussions examining how retirement fits into a company’s Executive Total Rewards strategy, focusing on benefits benchmarking and the distinctions between a retirement plan and a retirement strategy. Brownell, a specialist in IRC Section 409A including  the integration of equity-based plans, tax-deferred executive compensation, and supplemental retirement strategies, is a pioneer in developing Fulcrum Partners’ proprietary Executive Benefits Benchmarking practices. Bruce Brownell says, “Both companies and executives have much to gain by understanding and implementing retirement benefits strategies that provide executives with better tools for savings and financial planning—call it looking out for the financial wellness of the talented people who make your company successful. CHRO Exchange events afford an ideal platform for examining Executive Total Rewards options.” CHRO Exchange provides Human Resource professionals a venue for learning, networking, and the exchange of ideas through co-presented Case Studies, Panel

PONTE VEDRA BEACH, FL ( Mar 21, 2013) “Enhancing HR as a Strategic and Transformative Business Partner in Times of Volatility and Change” was the topic at the recent International Performance Management Institute (IPMI) HR Management Institute event. Among those speaking to the select group was Bruce Brownell, co-founder and Managing Director of Fulcrum Partners LLC, one of the nation’s leading and largest executive benefits consultancies. Held at the Gaylord Palms Resort in Kissimmee, Florida, (February 24 – 26, 2013) the B-2-B information sessions were attended by delegates and service providers on an invitation-only basis. Bruce Brownell, who spoke on the topic, “What’s Next for Non-Qualified Deferred Compensation,” said, “In today’s fluid business environment, it is critical for Human Resources professionals to recognize that Total Rewards and executive compensation are changing forever. The challenge is to take a fresh look at taxes and wealth creation, to recognize that now is the time to review all things 409A, and to understand and be in command of the technology tools available to human resources professionals. I was honored to be part of this dynamic event.” With over 25 years in financial consulting, including the past 15 years exclusively in Executive Benefits, Bruce