Jason Grantz, QPA, QKC, QKA, AIFA

Experience

• 

  AllianceBernstein

  Jul 1997 - Jul 2005

  AVP - Retirement Plans

  Regional Retirement Plan Specialist - Wholesaler

• 

  First Mercantile

  Jul 2005 - Sept 2008

  Mid-Atlantic Regional Sales Director

  Regional Retirement Wholesaler - NJ, DE, MD, DC, VA and Philadelphia

• 

  Unified Trust Company, N.A.

  Oct 2008 - Aug 2021

  Director of Institutional Retirement Consulting

  Director of Institutional Retirement Consulting - Promoted in June, 2016 - National Sales Manager- Responsible for coordinating and managing sales efforts and external Institutional Retirement Consulting Group in the U.S., overseeing sales, revenue and sales goals and team members.Institutional Retirement Consultant - 2008-2016, CT, DC, DE, MA, MD, ME, NH, NJ, NY, Eastern PA, RI, VA, VT- Ongoing responsibility for Institutional Retirement Consulting in the Mid-Atlantic and Northeastern regionsFinal Position - Senior Director with Unified Trust a division of American Trust, a subsidiary of EdgeCo Holdings after Unified Trust was acquired in October, 2020. Jason was primarily responsible for driving revenue in the Mid Atlantic and Northeastern parts of the U.S and providing mentoring to other team members. Primary Territory Coverage included: FL, MA, MD, NC, NH, NJ, NY, RI and VA Show less

• 

  ASPPA Benefits Council Greater Philadelphia

  Jan 2009 - Dec 2017

  Director

  Board member of regional chapter of a National Non-Profit dedicated to the continuing education of Pension professionals. Elected Vice President effective January, 2011, completed two year term in December of 2012 and was elected as board Secretary effective January, 2013. Completed one year term in December of 2013.

• 

  Integrated Pension Services, Inc.

  Aug 2021 - now

  CRO, Integrated Pension Services

  Currently serving as a partner at and the CEO of Integrated Pension Group and the CRO of Integrated Pension Services and head of the Institutional Retirement Plans Sales & Marketing team. I am primarily responsible for driving Top Line revenue from all sources to the firm, leading the firm’s distribution strategy and managing team members. We are the 401(k) Fix-It Guys!

• 

  American Society of Pension Professionals and Actuaries

  Jan 2023 - now

  Leadership Council

  Elected to the ASPPA LC for Four Year term starting January, 2023