“Fees are eroding 401(k) savings throughout the country, you must be informed on what your paying. You future depends on it.”

                                                              Jason J. Dynan

Meet Jason J Dynan

Founder of Executive Planning LLC and Registered Investment Advisor

While owning and running a large healthcare company I saw how time-consuming and difficult it can be to properly run a 401(k). So, after the sale of my first company I was on a mission to improve the 401(k) from the ground up, centralizing administration and compliance tasks while automating others. We believe HR teams of any size should be able to offer quality, well-run 401(k)s that help secure their employees’ financial futures without wasting hours into administration or putting them at risk for costly compliance penalties.

Executive Planning was founded on the principle of placing the clients’ best interests above all others. 

Under Jason’s guidance, the entire Executive Planning team pledges to always act with skill, transparency, diligence and sound professional judgement and avoiding all conflicts of interests.