Jason M. Lumpkin, QKA, AIF®
Practice Unit Leader
Pension & Benefit Services
 
Jason has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

Jason joined Schneider Downs in the Retirement Solutions practice in January, 2000.  He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan corrections.

Education:
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.”