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Jason AIFA®

Chief Executive Officer @ Pension Resource Institute

Jason AIFA® Contact Details

Location:
Greater San Diego Area
Work:
Chief Executive Officer @ Pension Resource Institute
Partner @ Retirement Law Group
Partner @ Reish & Reicher
Education:
BSBA @ University of Missouri-Columbia
About:

Jason C. Roberts is the Founder and CEO of the Pension Resource Institute (PRI) providing strategic consulting and training to retirement plan service providers (broker-dealers, RIAs, investment managers, recordkeepers, TPAs, etc.) and fiduciary education to plan sponsors. Prior to founding PRI, Jason was a partner and co-chair of the Financial Services Group at a leading, national ERISA 

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