Jason M. Lumpkin, QKA®, AIF®

Jason has more than 24 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

Jason joined Schneider Downs in the Retirement Solutions practice in January 2000. He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan corrections.

He received his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA) in 2011 and obtained his Accredited Investment Fiduciary (AIF®) certification in 2017. In 2012, Jason was awarded the Martin Rosenberg Academic Achievement Award by ASPPA. The Award annually recognizes top-performing ASPPA examination candidates on credentialed exams.

Professional Licenses & Designations

Qualified 401(k) Administrator

Accredited Investment Fiduciary™


B.S. in Accounting, Indiana University of Pennsylvania

Memberships and Associations

Member, American Society of Pension Professionals and Actuaries Department of Labor Subcommittee

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