NFP Retirement

Jason is a Senior Plan Advisor on the Retirement Plan Consulting team. He has been with the firm, and its predecessors, since 2004. He specializes in retirement plan consulting and administration with experience designing and administering qualified retirement plans of all sizes. Jason also works with plan corrections and compliance as required by the DOL and IRS correction programs. Jason is Series 7 and Series 66 securities licensed and Life and Health Insurance licensed. Jason functions as both the Third Party Administrator and Advisor for several qualified retirement plan clients.

Previous Experience

  • Manager, Retirement Plan Solutions at Baker Tilly Virchow Krause, LLP
  • American Society of Pension Professionals & Actuaries

Education & Credentials

  • BBA, University of Wisconsin–Green Bay, Accounting
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)
  • Tax-Exempt & Government Plan Consultant (TGPC)
  • Series 7 and 66 licenses
  • Life and Health Insurance licenses

 

 

Jason Schmudlach is dually registered with NFP Retirement, Inc. and Wealthspire Advisors, LP (dba Wealthspire Advisors), each a registered investment advisor and wholly owned subsidiary of NFP Corp. Securities, when offered by Wealthspire Advisors, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.