Jason Grantz, QPA, AIFA®

Director of Institutional Retirement Consulting

Jason Grantz is the Director of Institutional Retirement Consulting and a member of the Retirement Plan Consulting Group management team at Unified Trust Company. He is highly specialized in all aspects of retirement plan and pension consulting including plan design, operations, investments and advanced fiduciary plan governance.

Mr. Grantz has over 20 years of professional experience in the Retirement plan industry, having spent three and a half years as the Mid-Atlantic Regional Sales Director at First Mercantile Trust Company and eight years as an Assistant Vice President and Retirement Plans Specialist for AllianceBernstein Investment Management and Research. He has passed the FINRA Series 7, 6, 66 and 63 exams and holds an NJ State Life/Health Insurance Producer license.

In 1995, Mr. Grantz graduated with Honors from Rutgers University where he received his Bachelor of Science in Economics. He presently holds the following professional designations:

• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA)
• Accredited Investment Fiduciary Analyst (AIFA®) from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburgh

Mr. Grantz is an active board member of the Board of Directors for the ASPPA Benefits Council of greater Philadelphia, an organization dedicated to providing continuing education to retirement plan professionals. Jason is a current member of the National Association of Plan Advisors (NAPA ) where he sits on their Government affairs Committee. In 2014 and 2015, Jason was honored as one of the Top 75 wholesalers in Defined Contribution and one of Top 25 recordkeeping wholesalers by NAPA net the Magazine, the trade publication for NAPA.

Mr. Grantz has spoken at many industry conferences and events for groups such as the FPA, The 401(k) Study Group, the Society of Financial Service Professionals and ASPPA where his main focus is providing clarity on often misunderstood retirement plan topics. He has been published in various industry journals including the Journal of Pension Benefits, The Journal of Compensation and Benefits and The ASPPA Journal. He is the co-creator and primary author of The 401(k) Plan Blog (http://the401kplanblog.blogspot.com).

In addition to his management responsibilities he oversees advisor sales in the Mid-Atlantic and Northeastern territories for Unified Trust Company, a leading supplier of Discretionary Corporate Trustee and fiduciary services to retirement plans.


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