Jason Grantz, QPA, QKC, QKA, AIFA® is Partner & CEO of Integrated Pension Group (Integrated Pension Services), where he also serves as Chief Revenue Officer for Institutional Sales and Marketing. With nearly three decades (27+ years) of experience in the retirement-plan industry, Jason is responsible for defining the firm’s vision, leading its distribution strategy, and overseeing revenue generation and team development.

Before joining Integrated Pension, he was Managing Director of Institutional Retirement Consulting at Unified Trust Company for over a dozen years and held the role of Assistant Vice President, Retirement Plans at AllianceBernstein. He also served as Senior Regional Director at American Trust Company, overseeing retirement plan revenue and mentoring across the Mid-Atlantic and Northeast.