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As an IAI employee with a formal legal education, Jason is uniquely situated to
work as both a retirement plan administrator and legal counsel. Jason’s work
focuses on tax-qualified defined contribution plan consulting and administration
as well as nonqualified executive deferred compensation plan consulting and
design. He is also qualified to represent plan sponsors in matters related to
IRS and Dept. of Labor qualified plan correction programs. Jason received a BA
in Labor Studies and Philosophy from San Francisco State University and a JD
from the University of California at Davis School of Law. Jason enjoys
participating in the IAI running group and has recently taken up snowboarding.
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Member of the Oregon State Bar |
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