Adam Monson

Vice President Executive Benefits @OneDigital

As one of the Largest, Independent, Nonqualified Deferred Compensation Consultancies in the United States, we consult with large employers on all aspects of Nonqualified Deferred Compensation plans. We help companies adopt new NQDC plans as well as enhance their existing NQDC plans by bringing a client-centric approach to: Plan Design, Eligibility Analysis, Liability Funding / Hedging, Benefit Security, Recordkeeper Selection and Oversight, and industry leading Participant Communication and Education. We have partnered with our clients to create groundbreaking plan design shifts in the Silicon Valley, as well as create succession solutions for closely held businesses. We help companies with legacy plans resolve unintended negative consequences of their plan design as it relates to topics such as Change in Control or Retirement definition parity with their other benefits. Through our in depth financial statement analysis, we often improve the impacts of the plan to the corporate balance sheet, cash flow, and P&L. We manage roughly $8.5 Billion in Mutual Fund & COLI / TOLI assets that offset plan liabilities. As the industry experiences rapid M&A activity at the Record Keeper level, we quarterback recordkeeper transitions and backstop performance deficiencies. We help companies run Requests For Proposals for new plans as well as existing plans where recordkeeper performance is an issue. We have helped our hundreds of corporate clients achieve industry leading outcomes. It is common that we get hired on to existing plans and help our clients increase participation dramatically due to our education campaigns, often leading to improved retirement outcomes for participants. We are obsessed with our clients\' success and would love to help your organization adopt or enhance a Nonqualified Deferred Compensation Plan. Please reach out for an introductory meeting where we can share more about how our services can help align your shareholder and management objectives!