Jason Yepko CRPS, CPFA

Based in Charlotte, North Carolina, Jason Yepko is the Director of Retirement Plan Consulting for OneDigital in the Carolinas. OneDigital provides insurance, employee benefits, financial services, and HR consulting services for 100,000 employers and millions of individuals across the US. Jason has acquired more than 25 years' experience in the retirement services industry. He has a strong working knowledge of the industry's landscape, retirement plan design, administration, and strategic employee support solutions. Prior to joining OneDigital, Jason was a Charlotte-based regional vice-president for a large national retirement plan provider, where he was responsible for supporting $2 Billion in retirement plans under management. He holds the CRPS© and CPFA designations and was nominated and listed as one of the nation’s top 10 Defined Contribution (DC) Wholesalers in both 2023 and 2021 as selected by the nation's leading retirement plan advisors. He holds the FINRA Series 6, 63 and 7 licenses. Outside of work, Jason is active in Scouting as the Cubmaster for Cubscout Pack 214 and supports other philanthropic groups that serve both locally and globally. His family of four and their dog of unknown breed and/or origin “George”, love to go on road trips, travel, go camping, and generally enjoy being outdoors as much as possible.