Jason Roberts

Jason Robertsage 39

CEO, managing partner, Pension Resource Institute; Retirement Law Group


Some people won’t build one business, let alone two, as Jason Roberts has.

Mr. Roberts is chief executive of Pension Resource Institute, a compliance consulting firm, and managing partner at Retirement Law Group. Together the firms serve about 50,000 advisers.

The entrepreneur started his career defending broker-dealers, then became a partner at an Employee Retirement Income Security Act law firm.

But Mr. Roberts wanted to do something “outside of the box,” so he created PRI. 

“Being able to start two businesses that are very different from the traditional model is more of the accomplishment,” he said.

The firms have a few nontraditional aspects, including the way they bill clients. The law firm charges a flat fee upfront, while the consulting practice uses a subscription-based model.

Mr. Roberts finds time to contribute to the industry as an active member of the National Association of Plan Advisors and the American Society of Pension Professionals & Actuaries, and a faculty member of the Practising Law Institute.

When he’s not working or traveling, it’s all about unplugging outdoors. His downtime also involves working with a group of children in Panama who have been born with or orphaned by HIV.

— Alessandra Malito

Fast Facts

  • Lived on a boat for five years
  • First job was digging ditches and building bridges
  • Guilty pleasure is any activity on the water

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