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Performance-Based SERPs: Changing the Landscape | The Exchange for People Strategy July 2014

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Fulcrum Partners LLC
Fulcrum Partners LLC

Steve Broadbent and Tom Chisholm of Fulcrum Partners, LLC appear in the July issue of The Exchange for People Strategy with Performance Based SERPs: Changing the Landscape. In this article, Broadbent and Chisholm cover new strategies for businesses related to Supplemental Executive Retirement Plans and other executive compensation strategies in an era of new transparency rules from the SEC.

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Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Performance-Based SERPs: Changing the Landscape | The Exchange for People Strategy July 2014

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Performance-Based SERPs: Changing the Landscape | The Exchange for People Strategy July 2014

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  • 13. Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.