People

Jason C. Roberts

Managing Partner

Jason Roberts is the founder and managing partner of Fiduciary Law Center (FLC), which previously operated for more than a decade as Retirement Law Group. In addition to his role at FLC, Jason is the founder and CEO of Pension Resource Institute, LLC (PRI), an ERISA consulting firm that helps banks, broker-dealers, and registered investment advisers implement and maintain profitable strategies for serving retirement investors. He is also a co-founder Group Plan Systems, LLC (GPS), a company that serves as an independent fiduciary and Pooled Plan Provider to a number of Pooled Employer Plans.

Prior to founding FLC, PRI, and GPS, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a national securities law firm.

Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute. Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine and was selected by InvestmentNews as one of the Top 40 Advisors and Associated Professionals under 40. The Wall Street Journal also tapped Jason for its Ask the Experts series answering readers’ questions relating to the DOL’s Fiduciary Regulation.

Jason received his B.S.B.A in Finance & Banking from the University of Missouri and his J.D. from UCLA Law School. He is licensed to practice in California.

Outside of work, you can find Jason deep sea fishing, tending a wide range of fresh citrus in his grove, cooking, and spending time with his wife and their two children.