GVA Retirement Partners 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 28 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.
Email: sjkell@gva401k.com
Mobile: 610-420-2747
Office: 610-296-7630, ext. 7