Jason Chepenik

Managing Partner

More than $1B worth of consulting on plan assets. Seventeen years of experience in the investment and retirement industries. Named one of 401kWire’s 60 Most Influential DC Advisors, one of Financial Times Top 401k Retirement Advisers (twice) and a finalist for PLANADVISER Magazine’s Retirement Plan Adviser of the Year. Even with his extensive list of accolades and accomplishments, it’s Jason’s unbridled energy and passion that his clients and team love most. Whether he’s advocating for stronger fiduciary responsibility, lending his financial expertise to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work. Oh, and he serves up a mean plate of crawfish at the annual Chepenik crawfish boil too!


We never stop thinking of new ways to make retirement plans more efficient and effective. It’s all about helping people retire on their own terms, and feel confident about the generations to come.

Industry Resources