Before founding Jackson Avenue, LLC, Jason established an impressive track record in the qualified plan industry. With 20 years of experience in one of the largest association-run retirement plan programs in the United States, Jason's expertise became the foundation for his exceptional contributions to the field.
As a Certified Plan Fiduciary Advisor (CPFA) and Qualified 401K Plan Administrator (QKA), Jason possesses unique qualifications that set him apart as a true industry expert. His proficiency enables him to design and build 401K plans that cater precisely to the needs of clients and their employees.
Jason's commitment to excellence extends beyond plan design. As a plan sponsor and participant advocate, he performs comprehensive 401K plan reviews, total plan cost analyses, investment fee and performance benchmarking, as well as fiduciary due diligence. This dedication results in improved 401K plan benefits and reduced total plan costs for clients.
Recognized for his knowledge and insights, Jason is a sought-after speaker at prominent trade association meetings and conferences. His engagements include the Association of Independent Certified Public Accountants Washington conference, the Washington D.C. HR Summit, the Dixon Hughes Goodman Dealership Executive Forums, and the American Society of Association Executives.
With an impressive tenure of over 20 years in the 401K plan industry, Curt has emerged as a true leader in effective plan design and motivating employees to save for retirement. His dedication to optimizing retirement plans has led to remarkable success in increasing plan participation and employee savings levels.
Curt's methods for analyzing employee demographics within a plan have proven highly effective. By understanding the unique needs and behaviors of participants, he tailors plan designs that resonate with employees and encourage active participation.
Curt's exceptional skills in motivating employees to save for retirement are unmatched. He goes beyond traditional approaches and employs innovative strategies to inspire employees to prioritize their financial futures.
With a degree in Political Science from Bucknell University in Pennsylvania, Curt brings a diverse perspective to the retirement planning landscape. His passion for ensuring plans are designed to succeed and participants are empowered to save sets him apart as a true advocate for financial wellness.
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