Jason Smith, CFP, AIF and QPFC

Jason Smith, CFP, AIF and QPFC

  • Position:Executive VP and Partner

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:

  • Managing fiduciary responsibilities
  • Vendor comparison and cost analysis
  • Committee investment policy statement monitoring
  • Best practices development with legislative updates
  • Investment due diligence and reporting.