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Join us as we unveil the results of PSCA’s 2025 Nonqualified Deferred Compensation (NQDC) Survey, providing valuable benchmarking insights into NQDC plan design and trends. This webcast will explore the latest data on eligibility requirements, contribution formulas, funding methods, and administration considerations for NQDC plans. Gain an understanding of how companies are leveraging these plans as powerful recruitment and retention tools for top talent. Whether you’re managing an existing plan or evaluating options, this session will equip you with the knowledge to optimize your NQDC strategy and stay competitive in today’s benefits landscape.
About the Speakers
Richard Jackson, QKC, QKA®, NQPC™, Director, Nonqualified Plan Consulting, Empower
Richard Jackson is Director of Nonqualified Plan Consulting for Empower. In his role, he is responsible for nonqualified deferred compensation plan sales and consulting in the large, mega, and not-for-profit markets. Richard joined the organization in 2022, previously working at MTBG/Prudential and Clark Consulting. He has over 30 years of experience in the financial services/retirement plan services industry, specifically working with nonqualified plan benefits. Richard holds a bachelor’s degree from Northwood University. He currently maintains FINRA Series 6 and 63 securities registrations and is insurance licensed in most states. He also holds the following professional designations: Fellow, Financial Services Institute (FFSI), from the Life Office Management Association (LOMA); Fellow, Life Management Institute (FLMI) from the Life Office Management Association (LOMA); Qualified 401(k) Administrator (QKA®) and Qualified 401(k) Consultant (QKC) from American Society of Pension Professionals & Actuaries (ASPPA); Nonqualified Plan Consultant (NQPC™) from National Association of Plan Advisors (NAPA).
Rory Lough, Area Sr. Vice President- Executive Benefits, Gallagher
Rory Lough is Area Senior Vice President of Gallagher’s Executive Benefits team, as well as a Healthcare Strategic Team Leader. Working as a consultant and registered representative for more than 30 years, Rory is adept at developing custom-designed solutions for Healthcare organizations, Hospitals, Physician practices as well as large and small corporate entities. Rory is a proven leader known for her ingenuity in designing compensation, benefit and total reward plans for Physicians and top executives. She is a compensation strategist, succession planning advocate, risk mitigation specialist, wealth preservationist and total rewards expert. Rory believes it is critical for employers to evaluate their approach to executive benefits to ensure long-term sustainability and ensure the future growth of an organization. She brings a big-picture outlook to your strategic discussions around executive benefits, deferred compensation and other key solutions for all types of asset allocation, income needs, wealth planning, and wealth accumulation programs.
Sponsor: Gallagher & Empower
Disclaimer: GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot ensure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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