Retirement plan services are moving higher on the agenda for RIAs looking to deepen business owner relationships and create organic growth in a more competitive M&A market. Jason helps firms put the right compliance and practice management structure around retirement plan programs so they are compliant from the start, profitable in practice, and repeatable across advisors and offices. He provides RIA leaders with a practical view of where retirement plan services fit within growth and M&A strategies, what firms need to execute successfully, and how to grow revenue responsibly both inside and outside retirement plans.