Jason Stephens, ARPS, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

Education & Other Highlights

Jason is experienced in comprehensive nonqualified plan consulting and works out of our Raleigh, NC office.

Jason joined CAPTRUST in 1999 and is currently the senior director, nonqualified executive benefits practice leader within our consulting solutions group, responsible for overseeing all areas of our nonqualified plan practice. Jason has worked in the industry since 1999.


  • Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill

Industry Designations

  • Accredited Retirement Plan Specialist
  • Certified Fund Specialist®


  • NQDC Committee Member, Plan Sponsor Council of America


Retirement Plan Predictions for 2023 (Webinar Recording)

In this webinar recording, CAPTRUST retirement plan experts predict how 2023 trends in workforce dynamics and the markets may impact 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

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