The GVA 401(k) Solution helps you minimize investment fiduciary risk, increase efficiency, and provide your employees the superior service they expect. As a plan sponsor, you play a dual role in your company sponsored retirement plan, no matter how many (or how participants you have). Because you are both plan sponsor and plan fiduciary, you have many duties … and face many types of risks.
Plan sponsors need help from a qualified retirement specialist they can trust. They need an advisor whose tools and resources will help them carry the burden of fiduciary responsibility while offering better retirement outcomes for their employees.
With our solution, you are free to focus on your business, confident that you have assistance with the administration, plan design, compliance, and fund selection in alignment with fiduciary standards.
GVA and your selected partners assist with the reporting and operational functions, so you have more time to focus on the core areas of your business.
Jason serves as Director, Retirement Plan Specialist for GVA Retirement Consultants and partners with corporate and non-profit executives to improve and manage all facets of their retirement plans.
He has provided independent advice and fiduciary guidance to corporate and non-profit employers since 2004. His entire 23 year career been exclusively focused on qualified and non-qualified retirement plans. He assists plan sponsors in fulfilling their fiduciary duties and improving retirement plan outcomes through a focus on liability control, plan committee and employee education, cost reduction, vendor management and improvement of plan related operations.
As an Accredited Investment Fiduciary®, he possesses an extensive knowledge of the investment monitoring and management process. He is committed to being a lifelong student of the industry and pursuing positive outcomes through rigorous monitoring and service delivery to his clients.
Jason received his B.A. from the University of Delaware and enjoys coaching youth sports and spending time with his family.
Alexis serves as a Retirement Plan & Transitions Assistant for GVA Retirement Consultants. Alexis is a Magna Cum Laude graduate of Temple University and an alumna of the Temple Honors Program. She obtained a Bachelor’s degree in International Affairs with a focus on global economy and security, as well as minors in Psychology and Italian.
Prior to joining GVA, she worked in the municipal bonds industry as Director of Operations for a consulting and compliance firm. During her tenure there, Alexis re-engineered the company’s infrastructure for scalability and managed the roll-out of a first-in-industry data product bringing the company into the “Fin-Tech” arena.
As Retirement Plan Assistant with GVA, Alexis assists in the development of new retirement plan solutions for both GVA’s existing clients as well as well external employers seeking to improve efficiencies of their plans.
Alexis currently resides in Philadelphia, PA, but loves to frequently visit Long Beach Island, NJ where she was an ocean lifeguard for many years. She is a fitness enthusiast that enjoys all things training in her spare time. She also volunteers with the Cystic Fibrosis Foundation and local charities.