Jason M. Lumpkin QKA, AIF®

Jason has more than 19 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

Jason joined Schneider Downs in the Retirement Solutions practice in January, 2000.  He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan corrections.

He received his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA) in 2011 and obtained his Accredited Investment Fiduciary (AIF®) certification in 2017. In 2012, Jason was awarded the Martin Rosenberg Academic Achievement Award by ASPPA. The Award annually recognizes topperforming ASPPA examination candidates on credentialed exams.

Education

B.S.- Accounting, Indiana University of Pennsylvania

Professional and Community Involvement

QKA credential from the American Society of Pension Professionals and Actuaries (ASPPA)

AIF® - Accredited Investment Fiduciary

Who is your role model?

I have always admired the inspiring speeches and leadership qualities of former President John F. Kennedy.

What was your childhood dream?

I wanted to be an architect or a construction worker.

If you could go back in time, what advice would you give your college self? 

I would tell myself to take some time to enjoy and appreciate the experience.

People would be surprised to know that I…

I think people would be surprised to know that I am an extremely picky eater (I can hear some snickers from those who know me).

What was your first job?

My first job was working at a concession stand and maintaining tennis courts at a public park/playground.  

Do you have a “motto”? (spoken or unspoken)

Admittedly, I stole this from Cosmo Kramer…”Without rules, there’s chaos!”

When you have an hour of free time, what do you like to do? 

Whenever I have free time, I will always default to a History Channel documentary. 

Do you have advice for young professionals?

Work hard, care about your job, and take pride in your results.  

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big problem:
A not-for-profit client out of 401(k) compliance.
big thinking:
Allowing more contributions by highly paid employees.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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