New Challenges for Plan Sponsors & Opportunities for Service Providers

Jason C. Roberts, founder and CEO of the Pension Resource Institute (PRI)

Thursday, October 3, 2019
5:00 pm to 7:00 pm
Moss Adams, 805 SW Broadway, Portland, OR 97205

As regulators and plaintiffs continue to scrutinize plan sponsor’s decisions, retirement plan advisors and consultants, including TPAs, are finding opportunities to differentiate their services and ensure they are supporting the reasonableness of their fees.  Because most of the challenges facing sponsors are unrelated to investments, successful service providers are expanding the nature and scope of their non-fiduciary services.  These services, however, take time to deliver and, often times, service providers struggle to generate necessary scale to remain profitable.  Jason Roberts, CEO of Pension Resource Institute and Retirement Law Group, will describe the most common risks for plan sponsors and how advisors and/or consultants can implement consistent and repeatable solutions to maximize their value.  Attendees will be provided with actionable, client-facing take-aways and job aids to enhance client prospecting and retention.

About Jason C. Roberts

Jason C. Roberts, Esq. is the founder and CEO of the Pension Resource Institute (PRI), a consulting firm that delivers compliance, training and technology-based solutions to financial institutions serving retirement investors.  He is also the managing partner of Retirement Law Group (RLG), a law firm focusing on ERISA, tax and investment-related matters.

Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a national securities law firm.

Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by 401(k) Wire and a “Rising Star” by SuperLawyers Magazine. In 2015, he was selected by InvestmentNews as one of the Top 40 Advisors & Associated Professionals under 40, and the Wall Street Journal tapped Jason to participate in its Ask the Experts series interpreting the Department of Labor Fiduciary Rule.

Jason received his BSBA in Finance & Banking from the Univ. of Missouri and his J.D. from UCLA Law School.

Registration is free for members and $50 for non-members.

Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, NIPA and SHRM.

Mark you calendars for these upcoming WP&BC Portland Events, and stay tuned as new events will be added!  

WP&BC Half-Day Seminars 

November 19, 2109, 200 SW Market Street 

WP&BC Spring Conference 
May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center