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NAPA Welcomes Dall as 2022-2023 President

Inside NAPA

The National Association of Plan Advisors welcomed Corby Dall as its 2022-2023 President at the opening session of the 2022 NAPA 401(k) Summit in Tampa on April 3.

Dall is a senior vice president of OneDigital’s Retirement + Wealth division specializing in retirement plan consulting. Based in Salt Lake City, UT, he leads a well-respected team of professionals that focus solely on the success of retirement plans. Previously he was President & Managing Partner of 401kAdvisors Intermountain, a nationally recognized RIA founded in 2002. His firm joined Resources Investment Advisors in 2017 and subsequently OneDigital in 2020.

Other experience includes 10 years at LPL and 10 years at ING–Reliastar. He also was the president and owner of Integrity Financial. 

A founding member of NAPA in 2011, Dall has served on NAPA’s Government Affairs and Membership Committees, and as co-chair of the NAPA DC Fly-In Forum.

Industry honors and awards include PLANSPONSOR Retirement Plan Advisor of the Year (2017), a PLANSPONSOR Top 100 Retirement Plan Advisor (2011–2017) and a Financial Times Top Financial Advisor (2015-2016).

In his remarks, Dall acknowledged the contributions and accomplishments of Alex Assaley, NAPA’s 2021-2022 President, presenting his predecessor with a special award thanking him for guiding the organization through its ninth year.

Leadership Council Changes

Other changes in the NAPA Leadership Council for 2022-2023 include:

  • Last year’s Vice President, Renee Scherzer, CPFA, a Principal at 401K Resources in Scottsdale, AZ, is this year’s President-Elect.
  • Keith Gredys, Co-founder, Chairman & CEO of Kidder Advisors based in Clive, IA, replaces Scherzer as Vice President.
  • Alex Assaley replaces 2019-2022 President Pat Wenzel as Immediate Past President.
  • New members joining the LC are Lee Bethel of Comprehensive Benefit Services in Alexandria, VA; Christopher Dubie of Morgan Stanley in Colchester, VT; Tina Sanchez of BlackRock in Boston; and Doug Bermudez of SRP in Rolling Hills Estates, CA. They replace departing members Brendan McCarthy, Kevin Mahoney and Katrina Bell.