Jason Hoffman, AIF®

Senior Vice President, OneDigital Retirement + Wealth

15 years of experience

About

Jason Hoffman currently serves as Senior Vice President of the Retirement + Wealth division and brings more than 14 years of experience in the consulting field of retirement plan design, investment monitoring and administration to the firm.

As a consultant, he manages vendor searches, implementation timelines and conversion teams, plan design assistance, industry and market analysis and develops written communication plans.

Jason also educates on fiduciary services in an effort to help clients stay compliant with various fiduciary standards and best practices including development of investment policy statements, on-going investment analysis and demographics analysis. He has a vast knowledge of retirement plans from the start-up phase to ongoing day-to-day operations. His strengths include employee communication, plan design education and assisting participants with the education process.

 Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. CCheck the background of investment professionals associated with this site on FINRA’s BrokerCheck

Latest News & Updates from Jason Hoffman, AIF® and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details