He has helped Plans and their intermediaries fulfill their fiduciary responsibility and stay in compliance with DOL, PBGC and IRS guidelines.
Being both a client and participant advocate, Jason specializes in “coming alongside” plan sponsors and helping them mitigate issues within their retirement plan’s data that may cause protected assets to be lost or surrendered, trigger red flags for regulatory audits or investigations, and avoid fines and penalties related to non-compliance regarding a company’s retirement plan.
Throughout his career, Jason has been a trusted partner with his clients by applying his knowledge of the “retirement industry” helping Fiduciaries fulfill their legal obligation to protect the plan’s assets for the sole benefit of plan participants and their beneficiaries.
Career Highlights
Education
- Founding member that started a retirement division for a national Unclaimed Property Firm. Developed and implemented several solutions reuniting unclaimed property with its rightful owners in the “retirement space”, including services around uncashed distributions, abandoned accounts, plan terminations and missing or lost participants to name a few. Advocating for several “best practices” that are recommended guidelines today by the DOL.
- Directly worked with several national retirement funds to recover assets and prevent millions of dollars from walking out the door, while also enabling them to reduce their liabilities by over $100M.
- Sought after subject matter expert and speaker involving fiduciary responsibility in light of managing populations of people in retirement plans and benefits.
- University of Valley Forge – BS in Pastoral Ministry