Ep #35: Cross Solving Problems for Clients Using Creativity With Jason Chepenik

For more than 20 years, Jason Chepenik has been recognized as a thought leader and advocate for the retirement industry, testifying in 2008 before the Department of Labor’s ERISA Advisory Council on the spend-down issues of corporate retirement plans. Jason joins the show today to discuss numerous interesting topics, including his transition from running and owning his family business to selling to OneDigital where he is currently the Senior Vice President of Retirement and Wealth.

Listen in as Jason explains why he believes his openness to creativity at OneDigital has allowed him to stay focused, driven and motivated, as well as what the transition to a more corporate role has entailed for him. You will learn the importance of community engagement, how to manage vendor relationships, and what Jason believes it means to be fearless.