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Jason Roberts


Jason is the Portal Conductor of the Regulatory Compliance station.

He is the Founder and CEO of the Pension Resource Institute (PRI), which provides strategic consulting, education and technology-based solutions for retirement plan service providers and plan sponsors. Prior to founding PRI, Jason was a partner and co-chair of the Financial Services Group at Reish & Reicher, a leading ERISA law firm, where his practice focused on employee benefits and securities regulation. He continues to provide legal counsel on ERISA- and investment-related matters through the law firm of Roberts Elliott, LLP.

Jason was recently named as one of the 100 Most Influential People in Defined Contribution by 401kWire and a “Rising Star” by SuperLawyers magazine. He holds the AIFA designation.

By Jason Roberts10/3/2012 • 0 Comments

Finally, after months — perhaps years in some instances — of preparation, diligent providers of services to retirement plans have now completed their disclosures in satisfaction of ERISA Section 408(b)(2) and they lie in the hands (or at least the inboxes) of the responsible plan fiduciaries. The final deadline, July 1, has passed. While that milestone may merit a collective sigh of relief, the work is just beginning for the service providers that delivered the disclosures and the plan sponsors that received them. It is critical that both develop sound protocols to maintain compliance and to be prepared for what lies ahead.