big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.
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.
