Jason Stephens

Jason Stephens, ARPS, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

Contact CAPTRUST

Hometown: Middlefield, CT
Favorite Book or Movie: On the Right Road | Raiders of the Lost Ark
Ideal Dinner Guest(s): My three children—Natalia, Maya, and Alexander
Words to Live By: Do the right thing. It will gratify some people and astonish the rest.
Qualities I Admire in People: Honesty, integrity, and a sense of humor

Jason is experienced in comprehensive nonqualified plan consulting and works out of our Raleigh, NC office.

Jason joined CAPTRUST in 1999 and is currently the senior director, nonqualified executive benefits practice leader within our consulting solutions group, responsible for overseeing all areas of our nonqualified plan practice. Jason has worked in the industry since 1999.

Education

Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill

Industry Designations

Accredited Retirement Plan Specialist
Certified Fund Specialist®

Memberships

NQDC Committee Member, Plan Sponsor Council of America

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609

919.870.6822

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Advisor RFPs: The Ultimate Guide (Webinar Recording)

As a retirement plan sponsor, advisor requests for proposals (RFPs) are a necessary part of fulfilling your fiduciary duty. They can also present a valuable opportunity to expand or change your retirement plan offerings. However, it’s no secret that the RFP process can be daunting.

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