9 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
- With CAPTRUST Since 1999
- 919.870.6822
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
Jason Stephens, ARPS, CIMA®, CFS®
Senior Director,
Nonqualified Executive Benefits Practice Lead
- Middlefield, CT
- On the Right Road | Raiders of the Lost Ark
- My three children—Natalia, Maya, and Alexander
- Do the right thing. It will gratify some people and astonish the rest.
- Honesty, integrity, and a sense of humor
Consulting Solutions Group
Jason is experienced in comprehensive nonqualified plan design 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 research group, responsible for overseeing nonqualified plan design, implementation, financing, integration, and administration. Jason has worked in the industry since 1999.
Education
- Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill
Industry Designations
- Accredited Retirement Plan Specialist
- Certified Fund Specialist®
- Certified Investment Management Analyst®
News & Resources
Fiduciary Update
Resources
4 years ago
A Crystal Ball and a Compass
It’s that time of year again, when we look into...
Announcements
5 years ago
SouthWest Benefits Association Annual Conference
CAPTRUST’s Jason Stephens kicked off the SouthWest Benefits Association Annual...
Retirement Plans
5 years ago
Striking the Limit
Plan sponsors may not be aware of the retirement readiness...