Jason has more than 24 years of qualified retirement plan experience, 主要bet9平台游戏中端市场, 少数人持股企业. 他的背景包括规划设计, 文档报告, 参与者的教育, and ongoing administration for defined contribution plans, 包括员工持股计划.
Jason joined Schneider Downs in the 退休的解决方案 practice in January 2000. He currently serves as a Practice Unit Leader for SDAdvantage 退休的解决方案, 有限合伙人(SDARS),其职责包括客户关系, 新业务转换, SDARS备案平台的管理, 计划设计和合规咨询, 并计划改正.
He received his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA) in 2011 and obtained his Accredited Investment Fiduciary (AIF®) certification in 2017. In 2012, Jason was awarded the Martin Rosenberg Academic Achievement Award by ASPPA. The Award annually recognizes top performing ASPPA examination candidates on credentialed exams.
B.S. ——宾夕法尼亚印第安纳大学会计学专业
Member – American Society of Pension Professionals and Actuaries Department of Labor Subcommittee
你的榜样是谁?
I have always admired the inspiring speeches and leadership qualities of former President, John F. 肯尼迪.
你童年的梦想是什么?
我想成为一名建筑师或建筑工人.
If you could go back in time, what advice would you give your college self?
I would tell myself to take some time to enjoy and appreciate the experience.
人们会惊讶地发现我……
am an extremely picky eater (I can hear some snickers from those who know me).
你的第一份工作是什么?
My first job was working at a concession stand and maintaining tennis courts at a public park/playground.
你有“座右铭”吗?? (说或不说)
Admittedly, I stole this from Cosmo Kramer…”Without rules, there’s chaos!”
When you have an hour of free time, what do you like to do?
Whenever I have free time, I will always default to a 历史 Channel documentary.
你对年轻的专业人士有什么建议吗?
Work hard, care about your job, and take pride in your results.
大问题: 新兴技术 Client Unaware Of Sales Tax Requirements Upon Exit
大的思考: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, 税, audit and business advisory services to public and private companies, 非营利组织和全球性公司. We also offer Internal Audit; Technology 咨询; 软件解决方案; Personal 金融 bet9平台游戏; Retirement Plan Solutions and Corporate Finance bet9平台游戏. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), 俄亥俄州(哦), 西弗吉尼亚州(WV), 纽约(NY), 马里兰(MD), and additional states in the United States with offices in 宾夕法尼亚州匹兹堡, 哥伦布,哦, 和麦克莱恩, VA.
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