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Jason serves as Principal over the Indiana territory for Benefit Plans Plus. He has more than 15 years of retirement plan industry experience as a financial advisor, business development director, qualified retirement plan strategist, retirement plan advisor, and trust administrator. Within these positions, he has conducted numerous retirement plan functions, such as: plan consulting, plan design, vendor benchmarking, proposal structuring, enrollment/ education meetings, and fiduciary due diligence. As Principal, he is responsible for growing the Indiana market and cultivating regional business opportunities.

Additionally, Jason presents on various retirement plan topics at local and regional events, strategizes with advisors to help them win retirement plans, and has written several published articles.

He currently serves as a committee member for the American Society of Pension Professionals & Actuaries (ASPPA) Plan Consultant Magazine.

A graduate of Indiana University – Purdue University Fort Wayne, Jason holds a bachelor’s degree in Business Administration. He also holds the Accredited Pension Representative (APR) designation through the National Institute of Pension Administrators (NIPA), and the Cash Balance Consultant (CBC) designation through Kravitz, Inc.

Experience

Indiana University – Purdue University Fort Wayne

Expertise

Professional Organizations

American Society of Pension Professionals & Actuaries

Education

Indiana University – Purdue University Fort Wayne

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