To contact Jason, please click here.
Jason Roberts is the founder and managing partner of Retirement Law Group (RLG), a firm serving plan sponsors, investment professionals and service providers in all aspects of retirement-related products and services. RLG’s network of leading ERISA, tax and securities lawyers is available to assist clients on a project, flat fee or hourly basis.
In addition to his role at RLG, 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. PRI was founded on the idea that compliance with retirement regulations should be accessible and affordable.
Prior to founding RLG and PRI, 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 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, Val, and daughter, Lola.
To contact Steve, please click here.
Steve has been practicing law for over 30 years. After graduating from George Washington University Law School with High Honors, he began his legal career with the United States Department of Justice, Tax Division, in Washington, D.C. Steve returned to his hometown of Philadelphia, Pennsylvania, and continued his government service in the Office of the District Counsel, Internal Revenue Service. During this time, he earned a Master of Laws (in Taxation) degree from Georgetown University.
After completing government service, Steve entered the private practice of law. He has represented both privately-held family businesses and public companies. His experience in employee benefits includes executive compensation planning and all types of tax-advantaged compensation and fringe benefit plans. He has counseled clients on establishing and maintaining pension, profit sharing, 401(k), 403(b), ESOP, cross-tested, new comparability, Keogh, SEP-IRA and IRA plans, cafeteria plans, Rabbi Trusts, Secular Trusts, Qualified and Non-Qualified Stock Option Plans, Government and Exempt Organization 457 Plans. He represents clients undergoing Internal Revenue Service or Department of Labor audits, or who need to correct retirement plan mistakes and violations prior to the commencement of an audit.
Steve also advises broker-dealers, investment advisors, record-keepers and TPAs on all aspects of ERISA law. Steve is licensed to practice in California.
When he is not working, Steve spends his time hiking, golfing and enjoying San Diego.
Bonnie supports RLG clients with respect to M&A and early stage fundraising, privacy and technology, and outside GC services. With over 15 years of executive-level legal experience, Bonnie's approach to legal advice is pragmatic and business-focused. Having led legal teams through periods of high growth and immense change, she efficiently provides expert legal advice appropriate for companies at any stage of the growth cycle.
Bonnie has deep expertise in technology licensing, M&A, privacy and information security, compliance programs, corporate governance, fundraising, and real estate. She has held officer positions as Secretary to the Board for three high-growth technology companies and acted as Chief Administrative Officer to the Chairman of the Board.
Bonnie earned her BS from Colorado State University in Biology/Pre-Medicine, her JD from University of Pittsburgh Law School and her MBA from University of Washington. She is licensed to practice in Oregon.
In addition to the team members above, RLG has a network of attorneys available to assist you. Once your legal project has been identified, RLG will determine which attorney is best positioned to serve you effectively and efficiently. The attorneys in our network are licensed in California, Indiana and Michigan, and their practices cover a wide range of topics in our industry.