Jason M. Lumpkin, QKA, AIF®®
Relationship Manager
Pension & Benefit Services

Jason is responsible for 401(k) plan conversions, client relations, problem resolution, and management of contributions and distributions. Jason is particularly skilled with client relations and technical research.

Indiana University of Pennsylvania
B.S., Accounting

Professional Designations:

QKA credential from the American Society of Pension Professionals & Actuaries (ASPPA)

AIF® - Accredited Investment Fiduciary

Jason is a recipient of the Martin Rosenberg Academic Achievement Award from the American Society of Pension Professionals and Actuaries (ASPPA). The Martin Rosenberg Academic Achievement Award is presented in honor of the late Martin Rosenberg, a Fellow of ASPPA. The award is designed to recognize the top performing candidates on specific certification examinations.

  “My goal is to ensure that a retirement plan is considered an efficient and valuable benefit by our clients and their employees, not a cumbersome administrative burden.”