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Jason P. Ashline
Retirement Plan Consultant Helping Sustain Financial Futures
Minnesota, USA
Jason Ashline is a U.S. based, award-winning Retirement Plan Consultant, Financial Wellness Educator, and Entrepreneur. In his over 15 years of professional experience, he has assisted over 700 private companies, not-for-profit organizations, and government entities and their 85,000 plan participants with financial wellness education, investments, plan design, and navigating the complex and increasingly important areas of fiduciary compliance.
He routinely collaborates with and provides industry, marketplace, and best practice expertise to CEOs, CFOs, Human Resources Directors, HR Generalists, Payroll Specialists, Investment Oversight Committees, Boards of Directors, and Employee led collectively bargained organizations. He has done extensive work with designing and implementing financial wellness education programs which drive better outcomes and engagement for employee populations. He routinely conducts plan design, fiduciary, and best practice audits of 401(K), 403(b), 401(a), DB, 457(b), and Roth IRA plans. He has a natural instinct for providing practical and customer focused solutions.
Jason places a strong emphasis and values getting the 21st century workforce and their decision makers financially secure and sustainable through the retirement years. His mission is to provide a first-class, best-in-class, white glove customer service experience, and to help ensure that there is an implementable, actionable, and achievable game plan for the uncertain future.
Over the past 15 years, Jason has worked for 3 large and prominent insurance companies and retirement plan recordkeepers in a number of management, consulting, sales, and service capacities. He stays current with industry trends and has a keen sense where the marketplace is heading in the future. He possesses a number of industry and professional designations, and licenses.
He holds a B.A. from Dickinson College, where he met his wife and where he was active in journalism and in internships at the U.S. Army War College. He currently resides in Chanhassen, Minnesota with his family. In his spare time, he enjoys golfing, blazing the walking trails of local Minnesota towns, assisting with charitable causes, and working on writing and publishing his first children book soon.
Jason will be providing his own opinions in this blog about the current and future state of financial wellness education, retirement readiness, fiduciary oversight, and industry trends. He welcomes your feedback and insight, and encourages you to reach out to him with any questions.
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