ORLANDO, Fla., March 07, 2023 (GLOBE NEWSWIRE) -- Vice Presidents – Retirement Christine Scott and Sam Robert and Managing Director Mike Powers, all members of the OneDigital executive benefits team, are among the first fifty retirement industry professionals in the nation to earn the NAPA NQPA™ credential.
According to the National Association of Plan Advisors (NAPA™), earning the Nonqualified Plan Advisor Credential (NQPA™) demonstrates a nonqualified plan professional’s knowledge, expertise and commitment to working with nonqualified deferred compensation and executive compensation plans.
“Attracting and retaining the unique talent sets of the C-Suite requires programs that go beyond profit sharing and 401(k) programs," says Jeff Acheson, Certified Private Wealth Advisor® and co-author of the NQPA™ program with Attorney Barry K. Downey, Smith and Downey, P.A. “Nonqualified plans provide the flexibility in design and funding to fit the shifting needs of every organization. We are pleased to be able to expand an informed awareness and reach of these vital benefit programs through the National Association of Plan Advisors.”
According to Haim Gabay, NQPA™ Program Manager from the American Retirement Association (ARA), only 53 financial industry professionals have earned the NQPA™ credential nationally. OneDigital’s Mike Powers was among the first few to receive the honor, with Christine Scott and Sam Robert receiving the NQPA™ credential soon after Powers.
The team at NAPA credits those who earn their NQPA™ credential as demonstrating “the expertise to advise employers on nonqualified plan design and plan financing.” Areas of study covered by the program include nonqualified plan tax considerations and plan financing, plan marketing and implementation, employer incentive and equity plans, life insurance and informal funding of nonqualified plans, nonprofits and rabbi trusts.
To learn more about the OneDigital executive benefits team and the customized services the team delivers helping organizations attract and retain key employees, follow Executive Benefits News.
About OneDigital
OneDigital is a steward of business growth and people potential. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management services provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. To learn more, visit www.onedigital.com.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.
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CONTACT:
Steve Broadbent
770.813.0750 press@onedigitalexecutivebenefits.com
OneDigital executive benefits team members Christine Scott, Sam Robert and Mike Powers among first in nation to earn NAPA NQPA™ credential.
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