About
Jason Yepko, CPFA®, CRPS®, NQPC™ serves as Director of Retirement Plan Consulting in the Carolinas at OneDigital Financial Services. He offers retirement plan consulting and plan fiduciary advisory solutions focused on developing strategies to fit the needs of employers and employees of private organizations, tax exempt organizations, and governmental plans.
Prior to joining OneDigital, Jason served as retirement plan wholesaler for 20+ years, where he was listed by plan advisors as one of the top wholesalers in the nation in 2020, 2021, 2022, and 2023. Jason earned the Certified Retirement Plan Specialist (CRPS®) designation from the College of Financial planning and the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors, which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Jason also holds the Nonqualified Plan Consultant (NQPC™) designation from the National Association of Plan Advisors, which demonstrates knowledge, expertise, and commitment to working with non-qualified deferred compensation and executive compensation plans.
Outside of work, Jason is an adult leader in Scouting, loves fly-fishing, tennis, camping, and spending time with his family on road-trip adventures.
