Jason B. Culp, Cfp®, Cebs Email & Phone Number

Atlanta Metropolitan Area

Overview: Currently providing strategic retirement plan management, administration, and financial planning at one of the nation’s top international law firms. Managing over 1Billion in assets across four major plan types: Cash Balance Pension Plan401(k) Profit Sharing NQ Deferred Incentive PlanInternational Group Pension Plan (London, UK)* Calculating Retirement Benefits (Pension 401k) in compliance with plan provisions and legal requirements, and applying knowledge of Employee Retirement Income Security Act (ERISA), DOL, and Internal Revenue Service (IRS) regulations to administer benefit plans and providing plan interpretation.* Utilizing systems to calculate benefits, process distributions, forfeitures, and contributions. Consistently maintaining benefit records/documentation and answering participant questions. * Responsible for providing firm wide education to expand current plan enrollment and participation, increasing savings plan levels, retaining current participant base, and enhancing the investment knowledge of plan participants. Ongoing duties: * Conducting RFP’s and benefit surveys to ensure the firm’s financial objectives are obtained* Performing projected and year end nondiscrimination testing* Ensuring compliance with DOL and IRS requirements * Preparing Partner contributions, and assisting partners with administration of their investment/401(k) accounts* Coordinating preparation of annual financial statements, 5500 report and ERISA compliance test with plan trustees.* Providing one on one individual financial counseling to current plan participants * Organizing and conducting a broad series of group educational seminars throughout US based offices to enhance participant knowledge and understanding of investment and savings basic principles.* Managing firms Retirement Plans Committee

Greater Atlanta Area

Overview: Provided retirement plan management policy guidance and direction for +26 Georgia college level institutions, oversaw and controlled all processes and policies for all USG mandatory, voluntary, and executive retirement plans.* Ensured all plans complied with the Board of Regents approved plan documents and with all applicable legal, investment, and regulatory requirements, managed overall $7 Billion in plan assets to date, Aug 31, 2021 valuation/closing.* Retirement Plan Modernization project for USG: Introduced Retirement@work, a single sign on portal that provided employees greater access to USG retirement plans, increasing contribution rate of 15%, from 3% prior to taking on project.* Headed a monthly financial education program “Money Monday’s” For USG Financial Wellness. Introduced program to +40,000 employees and provided live consultative financial planning education in a Microsoft team’s environment.* Retirement Blueprint project: Arranged individual financial planning sessions for more than 1000 employees to learn about cashflow management.* Built a team of 3 project managers and 26 personnel to implement a system wide communication strategy that informed employees on the discontinuation of 13 vendors. Campaign included mailing of 61,344 transition guides, with various other strategic mailings to different groups (i.e retirees, terminated employees, and university presidents).* Strategically positioned to negotiate and reduce annual plan administration fees for all three vendors for 2021-22 savings plan participants an estimated $7M over time in fees. (Fidelity 44% reduction, AIG 82% reduction, TIAA 29% reduction).Awards & Recognitions:* 2019 Pensions & Investments Excellence and Innovation Award winner for leading role in Retirement Plan project 2019* 2020 Plan Sponsor of the Year (Plan Sponsor Magazine); winner for management role of largest university defined contribution plans in the Southeast.

Dobbins Air Force Base- Marietta, Georgia

Overview: devised financial planning strategies for service members assigned to Dobbins Air Force Base; provided expert advice and retirement plan recommendations related to personal and family financial planning as well as educated through workshops/seminars. Planned, arranged, and managed more than 115 seminars for 1500 soldiers with the Active Guard and Reserve Component on the New Blended Retirement System across various army bases and weapon depots throughout the State of Georgia.* Delivered counseling and retirement plan support to 1500+ soldiers with an emphasis on how to get out of debt and ensure security clearances in year 2017.* Facilitated 25 services members ranked from E3 to O8 in maintaining financial stability by developing financial plans.* Reduced service member debt through cash management and helped service members to attain solvency and stability.Awards:* Received “GAANG Chiefs Huddle Support Award” in 2017 for providing exceptional services to members.

Atlanta, Georgia

Overview: administered and managed more than 60 nonqualified deferred compensation plans; 425M in plan assets. Reduced processing errors on equity and mutual funds trades, analyzed deferment of equity compensation plans, processed equity-based retirement funds distributions, and educated participants on internal plan documents to maximize retirement plan contributions. Led the development of practical Microsoft Excel-based tools to correct internal processing errors, resulting in attained quality rate goal of 98%. Significantly enhanced efficiency that aided in growing business without an increase in workforce.* Became the first employee in the company that received “Certified Employee Benefits Specialist” certification in the division during the company’s 18-year history. Created an in-house program that encouraged four associates to complete it.* Successfully increased contracted services with existing clients, resulting in 20% to 25% revenue growth for our division.* Awarded with key bonuses and written recognition in 8 department newsletters for delivering excellent performance.* Maintained a 100% contract renewal rate by recovering at-risk client relationships through outreach to customers, implementing efficient processes, and delivering excellent account services.*

Atlanta, Ga

Prior to Promotion:Overview: ensured seamless transition to a new platform by 3rd party client applying technical expertise in financial services products. Led six subordinates during process and mitigated impact of $2M negative trading and account valuation issues.* Identified and corrected $2M in trade/client account value errors, saving $120K in investment breakage fees.* Evaluated and assessed highest impacted accounts and created a corrective processing strategy that aided in transforming negative issues into positives in 3 months. Commended by the CEO and Vice President for notable results.* Ensured effective management of 76 Bermuda and Dubai based non-SEC regulated special market accounts valued $200K to $20M, each covering from 100 to 125 individual participant contracts, and earning $1M in annual revenues.

Marietta, Georgia

Engaged to conduct focused revenue generation and audit of daily banking activity within assigned branch. Challenged to ensure quality control of bank transactions and SEC regulated account openings. As a dual employee I was responsible for revenue growth and audit of branch activities. The revenue side consisted of:• Account generation (checking, trust, IRA, educational, CD, and business accounts) • Loan generation: Responsible for the marketing and closing of mortgage (15, 30 year fixed, variable, and Home Equity loans). Responsible for generating a minimum of $500,000 of business loan revenue per month as well.• Investment Account/Household generation: (investment IRA, educational (Coverdale, ESA), individual Mutual fund, and life insurance accounts.The audit side consisted of:• Conducting risk and control analysis to ensure bank lines of business meets corporate standards specifically relating to internal controls.• Bank vault reconciliation, cash accounting and inventory management for daily armored car pick up, ATM management and cash reconciliation.• Applied knowledge of industry-related regulatory requirements, and operational risk concepts to daily bank operations.• Adhered to Sarbanes-Oxley, Securities Act of 1933/1934, and Banking Legislation polices to name a few.• Provided subject matter expert level information to assist in adherence to policy, procedures, and risk/control documentation.

Master Of Science, Finance

Bachelors Of Business Administration, Management

Activities and Societies: Student athlete/Captain: Morehead State University Fighting Eagles Football team- 1998-2002Graduates of this.

Financial Planning

Oglethorpe University's CFP® certification education program provides students with the knowledge needed to meet the educational.

Certified Employee Benefits Specialist, Employee Benefits

Certified Employee Benefits Specialist Program: The premier designation in total compensation, considered the standard of excellence.

Insurance Management

Professional management designation earned by passing 10 national examinations on life and health insurance subjects including insurance.