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
