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 and Community Involvement

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

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Who is your role model?
I have always admired the inspiring speeches and leadership qualities of former President, John F. Kennedy.

What was your childhood dream?
I wanted to be an architect or a construction worker.

If you could go back in time, what advice would you give your college self? 
I would tell myself to take some time to enjoy and appreciate the experience.

People would be surprised to know that I…
am an extremely picky eater (I can hear some snickers from those who know me).

What was your first job?
My first job was working at a concession stand and maintaining tennis courts at a public park/playground.

Do you have a “motto”? (spoken or unspoken)
Admittedly, I stole this from Cosmo Kramer…”Without rules, there’s chaos!”

When you have an hour of free time, what do you like to do? 
Whenever I have free time, I will always default to a History Channel documentary.

Do you have advice for young professionals?
Work hard, care about your job, and take pride in your results.

Our Thoughts On

FEATURED

Big Problem: Incorrect Accounting Methods


Big Thinking: Seven Figure Tax Savings.

Shareholder GENNARO DIBELLO has widespread experience in all areas of tax and business planning associated with closely held companies, and he's been with Schneider Downs since 1987.
During a routine review of one of our client's operations, Gennaro's team identified something that wasn't very routine at all. They discovered that the client was using multiple incorrect methods and calculations for computing tax depreciation for their fixed assets. Gennaro met the client to discuss the issue, presented a solution to correct the problem, quantified the results, and implemented the changes resulting in a favorable adjustment of nearly $4.5 million. Gennaro's expertise and eye for detail was critical in helping this client fix a problem they didn't even realize that they had. "We're good at identifying opportunities or exposures that aren't on our clients' radars," Gennaro said. "It's not necessarily what we were originally retained to do, but while we're executing our engagements, we're always looking for new ways to help our clients and minimize their tax burden." Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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