Professional Overview
Jason Roberts is a seasoned executive currently serving as the Chief Executive Officer and Founder of Pension Resource Institute. His key expertise areas include fiduciary law, ERISA, and financial services, with a strong industry focus on retirement planning and pension management.
Experience Summary
Current Role
As the CEO and Founder of Pension Resource Institute, Jason oversees the strategic direction and daily operations of the organization. His key responsibilities include developing and implementing business strategies, managing partnerships, and ensuring regulatory compliance. Under his leadership, the institute has established itself as a reputable authority in the pension and retirement planning sector.
Career Progression
Jason's career progression is marked by notable roles such as Partner and Co-Chair of the Financial Services Practice at Faegre Drinker, and Head of the ERISA Plan and Investment Fiduciary Group at Freeman Mathis and Gary, LLP. These positions have contributed to his growth as a leader and expert in his field, with a strong foundation in law and financial services.
Areas of Expertise
Jason's areas of expertise include:
- Industry-specific skills: Fiduciary law, ERISA, retirement planning, and pension management
- Technical competencies: Financial analysis, regulatory compliance, and risk management
- Leadership and management capabilities: Strategic planning, partnership development, and team management
Professional Impact
Jason's professional impact is evident through his work at Pension Resource Institute and his previous roles. He has contributed to the development of regulatory frameworks and industry standards, and has provided expert guidance to organizations and individuals on fiduciary law and retirement planning.
Conclusion
Jason Roberts is a highly experienced and accomplished executive with a strong track record of leadership and expertise in fiduciary law, ERISA, and financial services. His current focus is on driving the growth and success of Pension Resource Institute, while continuing to contribute to the development of the retirement planning and pension management industry. His value proposition lies in his unique combination of technical expertise, industry knowledge, and leadership capabilities, making him a trusted authority and advisor in his field.
