FacultyFaculty/Author Profile
Jason C. Roberts

Jason C. Roberts

Pension Resource Institute, LLC
Chief Executive Officer
Overland Park, KS, USA

Jason C. Roberts, Esq. is the Founder and CEO of the Pension

Resource Institute (PRI), a firm that delivers strategic consulting, compliance, training and technology-based solutions to retirement plan sponsors, service providers and investment companies.

He is also a founder and shareholder at Retirement Law Group (RLG) a law firm specializing in ERISA- and investment-related matters. Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a prominent securities industry legal defense firm.

Jason has been repeatedly recognized as one of the “100 Most

Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine. In 2015, he was selected by InvestmentNews as one of the “Top 40 Advisors and Associated Professionals under 40” in the financial planning industry.

Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute. Jason is also currently serving a two-year term as an advisor to the finance committee for the Beach Cities Health District.

Jason received his B.S.B.A. in Finance & Banking from the University of Missouri and his J.D. from UCLA Law School.

Jason C. Roberts is associated with the following items:
Treatise Chapters  Treatise Chapters ERISA Compliance: Practical Considerations & Best Practices for Broker-Dealers and Advisers and Their Representatives That Sell or Service Retirement Plans; and Appendices 49A-A to 49A-B - Investment Adviser Regulation: A Step-by-Step Guide to Compliance and the Law (Third Edition), Friday, June 22, 2018
ERISA Compliance: Practical Considerations & Best Practices for Broker-Dealers; and Appendices 42A-A to 42A-B - Broker-Dealer Regulation (Second Edition), Monday, September 24, 2018

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