What Will 2015 Look Like?

When leading retirement plan advisors were asked to share their professional resolutions for the year, Jason Chepenik had a unique and exciting idea for his team. See what it is.

Considering The Impact of Participant Education

Does educating participants on savings behaviors and investments have an
actual, measurable effect, Jason Chepenik weighs in.
Read More

When Financial Blows Make Clients Feel They Can't Save

In the wake of financial blows such as divorce, some people feel like they just can’t save for retirement. In this article, Jason Chepenik emphasizes that saving must remain a priority, and shares his “drop, not stop” strategy.

Chepenik Financial a Semi-finalist for 2014 NAPA 401(k) Advisor Leadership Award

Chepenik Financial been named one of 10 semi-finalists for the 2014 NAPA 401(k) Advisor Leadership Award. The winner will be announced at the 2014 NAPA 401(k) Summit in New Orleans, LA this March.

To learn more, please visit: http://napasummit.org/leadership-award/

401(K) Restructuring Results in Big Savings For Plan Participants

Pensions & Investments

With our help, Chepenik Financial client Intersil Corp. restructured their $330 million plan 401(k) plan, saving participants $600,000 a year in fees and creating more flexibility in meeting employees’ retirement needs.

Top 10 Worst 401(k) Practices


There are a lot of financial advisers talking about best practices. This time, founding partner Jason Chepenik weighs in on the worst things you can do with your 401(k) plan.

The Toll of Financial Stress in the Workplace


For low-income workers with children, basic life challenges can lead to a drop in job performance. Here’s a look at how companies can increase productivity with financial education and training.

Fee Disclosure Misses the Mark

Plan Consultant

In general, fee disclosure is a good idea—an important component of any investment portfolio. However, in the
401(k) business, the glaring problem our plans have is savings rates, not excessive fees.

Making a Great Plan Greater

Benefit News

Despite already having higher-than-average 401(k) employee participation and deferral rates, Chepenik Financial client Intersil implemented a financial wellness program. The decision paid off.

Ten Key Takeaways From 'Save for Retirement' Week


In recognition of National Save for Retirement Week (Oct. 20 to 26), this financial publication compiled a list of 10 themes that are shaping the new world of retirement saving, and called on Jason Chepenik to contribute to it.

PLANSPONSOR’s 2013 Plan Sponsor of the Year Finalists


Each year, the editors of PLANSPONSOR magazine—the industry’s leading resource for retirement-benefits related news—recognize plan sponsors that demonstrate leadership in providing a more secure retirement for workers. Chepenik Financial client Intersil was named a finalist.

Jason Chepenik Provides Expert Testimony on the Retirement Plan Industry to U.S. Department of Labor

In 2008, The U.S. Department of Labor needed a retirement plan expert to provide commentary, thoughts, observations and recommendations to the Advisory Council on Employee Welfare and Pension Benefit Plans. They called on Jason Chepenik. Here is his complete testimony.

The Successful Retirement Plan Advisor: Jason Chepenik


This five-part series highlights retirement plan advisors who have earned a reputation for working innovatively and truly “getting” what a plan sponsor needs. Jason Chepenik was one of them.