Jason is the founder and CEO of Pension Resource Institute, LLC (PRI). The firm helps banks, broker-dealers and registered investment advisers implement and maintain profitable strategies for serving retirement investors. PRI was founded on the idea that compliance with retirement regulations should be accessible and affordable. In addition to his role as CEO of PRI, Jason is also the founder and managing partner of Retirement Law Group (RLG), a firm serving plan sponsors, investment professionals and service providers in all aspects of retirement-related products and services. RLG’s network of leading ERISA, tax and securities lawyers is available to assist clients on a project, flat fee or hourly basis.
Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a national securities law firm.
Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute. Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine.
Jason received his B.S.B.A in Finance & Banking from the University of Missouri and his J.D. from UCLA Law School.
Outside of work, you can find Jason deep sea fishing, tending a wide range of fresh produce in his garden, cooking, and spending time with his wife, Val.
Jason Roberts is not affiliated with United Planners, and does not offer securities or advisory services. United Planners is not affiliated with any other entities referenced.