Jason Yepko

Jason is the Director of Retirement Plan Consulting for OneDigital Financial Services in the Carolinas.  His group offers retirement plan consulting, advisory, and plan fiduciary services focused on developing customized strategies to fit the evolving needs of employers and the employees of private organizations, tax exempt, and governmental organizations. 

Jason grew up in Wilmington, NC and graduated from Appalachian State University. Prior to joining OneDigital, Jason was a regional vice-president for a large national retirement plan provider. With over 26 years of experience in this specialized field, Jason has supported and served thousands of employers and their employees in various industries across the nation .  He’s passionate about the direct impact that he can have in working with employers to improve the overall financial health of their employees. 

Outside of work, Jason is an active adult leader with his son’s Scout Troop, an assistant to the assistant coach for his daughter’s soccer team, he loves fly-fishing, tennis, camping, and spending time with his family on domestic and international road-trip adventures.

Credentials & Designations: 

Accredited Investment Fiduciary (AIF®) designation from Fi360/Broadridge, Certified Retirement Plan Specialist (CRPS®) designation from the College of Financial Planning, Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors, Nonqualified Plan Consultant (NQPC™) designation from the National Association of Plan Advisors. Qualified 401(k) Administrator (QKA®) designation from the American Society of Pension Professionals & Actuaries.