Jason Sauer Email & Phone Number

Kansas City, MO, US

Overland Park, KS, US

Joined forces with the MarketSphere to help build out a service focusing on ERISA protected plans, accounts & property. As an expert in handling missing participants and death audits for the past 17 years, we help you make sure you fulfill your Fiduciary duties to your plan participants, their beneficiaries and the plan by reuniting assets with their.

Minneapolis, MN, US

Recruited back into the Retirement Industry to help TPAs, Unions and Plan Sponsors manage their Census Data to ensure that they have no missing or lost participants, missing beneficiaries or decedents within their population. Helping them to examine this data and eliminate or mitigate their fiduciary risks around audits, overpayments, derisking, plan.

Kingwood, TX, US

Consulted with local KC area SMB owners and executive teams to outsource their HR needs, including healthcare, retirement plans, training and development, HR support and more. Worked with intermediaries to create referral channels from brokers, accountants, fractional CXOs for the benefit of all.

Leawood, Kansas, US

Worked with SSSi to develop a retirement plan vertical using their software (SaaS) & research for retirees which was sold to T. Rowe Price. Helping baby boomers use technology to help optimize their Social Security choices & develop a good strategy to spend down their assets in retirement.

Dresher, PA, US

Founding member of a new division focused on the retirement industry (ERISA) for The Keane Organization (which spun off to form RCP that was later bought by PBI Research). Helping large plan sponsors and recordkeepers manage risks around data quality, unclaimed property and benefit plan terminations.

Austin, Texas, US

Worked with small to medium size business owners and their dealerships to increase revenues, decrease cost and drive more traffic to their showroom.