Jason Grantz, QPA, AIFA®
Jason Grantz is the Director of Institutional Retirement Consulting for the Eastern Division and member of the Retirement Plan Consulting Group management team at Unified Trust Company. He is highly specialized in all aspects of retirement plan and pension consulting including plan design, operations, asset management, investments, fiduciary basics and advanced fiduciary plan governance.
Mr. Grantz has over 20 years of professional experience in the Retirement plan industry, having spent three and a half years as the Mid-Atlantic Regional Sales Director at First Mercantile Trust Company and eight years as an Assistant Vice President and Retirement Plans Specialist for AllianceBernstein Investment Management and Research. He has passed the FINRA Series 7, 6, 66 and 63 exams and holds an NJ State Life/Health Insurance Producer license.
In 1995, Mr. Grantz graduated with Honors from Rutgers University where he received his Bachelor of Science in Economics. He presently holds the following professional designations:
• Qualified Pension Administrator (QPA ) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA )
• Accredited Investment Fiduciary Analyst (AIFA®) from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburgh
Mr. Grantz is an active board member and previously served as the Secretary and the Vice President of the Board of Directors for the ASPPA Benefits Council of greater Philadelphia, an organization dedicated to providing continuing education to retirement plan professionals. Jason is a current member of the National Association of Plan Advisors (NAPA ) where he sits on their Government affairs Committee. In March of 2014 and again in 2015, Jason was honored as one of the Top 75 wholesalers in Defined Contribution and one of Top 25 recordkeeping wholesalers by NAPA net the Magazine, the trade publication for NAPA.
Mr. Grantz has spoken at many industry conferences and events for groups such as the FPA, The 401(k) Study Group, the Society of Financial Service Professionals and ASPPA where his main focus is providing clarity on often misunderstood retirement plan topics. He has been published in various
industry journals including the Journal of Pension Benefits, The Journal of Compensation and Benefits and The ASPPA Journal. He is the co-creator and primary author of The 401(k) Plan Blog (http://the401kplanblog.blogspot.com).
Presently, Mr. Grantz manages the Eastern Division as well as serving and overseeing the Mid-Atlantic and Northeastern areas of the United States as a Senior Institutional Retirement Consultant for Unified Trust Company, N.A. a leading supplier of Discretionary Corporate Trustee and fiduciary services to retirement plans.
Mike Samford, QPFC, AIF®
Mike is a Senior Internal Consultant for Unified Trust Company, N.A., working with Jason Grantz to service the Mid-Atlantic and Northeastern United States. He has been a part of the Retirement Plan Consulting Group (RPCG) at Unified Trust since 2008 and was an Operations Associate with Unified Trust for six months prior to joining the RPCG.
Mike attended Centre College and graduated with a Bachelor of Science in Financial Economics. He currently holds the Accredited Investment Fiduciary (AIF®) designation through Fiduciary 360°, and the Qualified Plan Financial Consultant (QPFC) credential offered by the American Society of Pension Professionals and Actuaries.