This badge was issued to Jason Baucom on 07 Jun 2024.
The Nonqualified Plan Consultant (NQPC™)
The Nonqualified Plan Consultant (NQPC™) credential — developed by some of the nation’s leading qualified retirement plan advisors, financial planners, employee benefit consultants and ERISA attorneys. Consultants who earn their NQPC™ credential demonstrate the expertise required to consult employers on nonqualified plan design, implementation, participant communication, tax and accounting matters as well as plan financing strategies.
- Type Certification
- Level Advanced
- Cost Paid
Skills
- Client Relationships
- Corporate Owned Life Insurance (COLI)
- Employee Communication/Education
- Employer Stock and Performance Based Plan Designs
- ERISA Top-Hat Rules
- Financial Planning
- Investment Advice
- Investment Management
- IRC Section 409A Application
- Nonqualified Deferred Compensation Plan Designs
- Retirement Plan Consulting
- Retirement Planning
- Subject Matter Specific Tax and Accounting
- Succession Planning
- Wealth Management