Another Nebraska native, Jason Smith joined Tagge Rutherford in 1996. Jason earned a degree in International Affairs from the University of Nebraska–Lincoln with Minors in Business and Finance.
Jason serves as President of Defined Contribution, as well as Retirement Plan Services leading a team responsible for more than 75 corporations with qualified and non-qualified plans containing assets of over $350 million.
Focusing on consultation and fiduciary compliance of retirement programs for various plan sponsors, Jason devotes considerable time to conducting educational seminars for retirement plan participants and is a strong believer that client education is a critical step of long-term investment decisions.
His retirement plan services include: