I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his crystal ball another look. Joining me is Jason Roberts, CEO of Pension Resource Institute and Retirement Law Group and managing partner at Group Plan Systems. Jason also shares input on evaluating some services plan sponsors use that are tougher to compare than say a large cap growth fund. Lot’s of food for thought today, I hope you get as much out of the conversation as I did.
Coming up on the podcast, we are going to delve into the conversation of whether auto everything works in retirement plans, check in on the markets and economy and much more. If you have ideas for a future guest or topic, please send me a message on LInkedIn and we will take it from there.
Guest BIo
Jason C. Roberts is an attorney who focuses on the intersection of tax, ERISA and securities laws and regulations. He is the founder and CEO of Pension Resource Institute, LLC (PRI) – a consulting firm that helps banks, broker-dealers and investment advisers with compliance, training and practice management focused on serving retirement investors. Jason is also the founder and managing partner of Retirement Law Group (RLG) – a law firm for plan sponsors, investment professionals and service providers concerning all aspects of retirement-related products and services – and a founder and managing member of Group Plan Systems (GPG) – a professional, independent fiduciary services organization that administers and serves as a “named fiduciary” for employer-sponsored retirement plans.
Prior to founding PRI, RLG and GPS, 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, 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 was also selected by InvestmentNews as one of the “Top 40 Advisors & Associated Professionals under 40” and was tapped by the Wall Street Journal for its Ask the Experts series, answering readers’ questions relating to Department of Labor Fiduciary Regulations.
Jason received his B.S.B.A in Finance and Banking from the University of Missouri and his J.D. from UCLA Law School.
Outside of work, you can find Jason fishing offshore, gardening, tending a wide range fresh citrus in his grove, cooking, and spending time with his wife, Val, and children, Lola and Spencer.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 225 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode every other Friday!
The Workplace Retirement Plan Coverage Conundrum: The Challenge, Perspectives & Opportunities
Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
When 401(k) Participants Go Missing: How Does It Happen, The Impact & What To Do!
Can You Create A "Perfect" Retirement Plan? - Rebroadcast
To Bundle Or Unbundled 401(k) Administration: Important Questions For An Important Decision
The Factors That Factor Into Factor Investing: Everything From the Basics to The Death of Style Boxes
Rebroadcast - Life In Retirement Without a Paycheck: Are Your Employees Ready?
A Major Workplace Retirement Plan Survey Says... The Sandwich Generation At A Critical Juncture!
Washington D.C. Workplace Retirement Plan Update: One Year Of Trump, Tax Reform & Much More!
Recruiting & Workplace Retirement Plans: Does Your 401(k) Help Talent Sign on the Line?
Embracing Courageous Retirement Plan Design: Conquering Inertia, Eating Elephants and Walking in Your Employees Shoes
Going Beyond the Numbers with Target Date Funds: The Importance of Exploring Process, Beliefs & Strategy
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 2 of 2
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 1 of 2
Ten Thoughts From Nearly 100 Podcast Conversations
Five Important Health Plan Trends for 2018: More In Common with Retirement Plans Than You Would Think!
Rising Interest Rates & 401(k) Plans: Is it True and What's an Employer to Do?
Building a Stronger Retirement Plan Fiduciary: The Importance of Leadership & Stewardship
Making The Business Case for Financial Wellness: A Path to ROI, or Nice Try?
Avoiding the Bubble in Complacency
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