Jason Hoffman, AIF®

VICE PRESIDENT

Jason Hoffman serves as Vice President of Bukaty Companies Financial Services, bringing more than 14 years of experience in the consulting field of retirement plan design, investment monitoring and administration to the firm. His duties include business development, marketing and overseeing day-to-day servicing operations of the Retirement Plan Services division.

As a consultant, he manages vendor searches, implementation timelines and conversion teams, plan design assistance, industry and market analysis and develops written communication plans. Hoffman also educates on fiduciary services in an effort to help clients stay compliant with various fiduciary standards and best practices including development of investment policy statements, on-going investment analysis and demographics analysis. He has a vast knowledge of retirement plans from the start-up phase to ongoing day-to-day operations. His strengths include employee communication, plan design education and assisting participants with the education process.

Education & Training

  • B.A. in Business with an emphasis in Finance and Marketing from Pittsburg State University

Specialty

  • Retirement Planning
  • Asset Management
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