Jeff Aga
Senior ERISA Consultant with the ERISA Technical Support Department at Ascensus

Jeff Aga is a Senior ERISA Consultant with the ERISA Technical Support Department at Ascensus. Mr. Aga assists clients with technical compliance questions through the 800 Consulting Service. He instructs Ascensus’ webinars and various Ascensus sponsored seminars nationwide. Mr. Aga lends technical expertise regarding Qualified Retirement Plans, Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts and various employer-sponsored retirement plans such as 401(k) plans, 403(b) plans, SEP and SIMPLE IRA plans. He also conducts qualified retirement plan, 403(b) plan, and IRA compliance audits.

Mr. Aga received a Bachelor of Business Administration with a concentration in marketing and management from the University of Minnesota-Duluth. He also holds the Certified Pension Consultant (CPC), Qualified 401(k) Plan Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA) and is a Certified IRA Services Professional (CISP).

Ascensus helps people save for what matters-retirement, education, and healthcare. With more than 40 years of experience, the firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 116,000 retirement plans, more than 5 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 648,000 consumer-directed health (CDH) plans. As of June 30, 2023, Ascensus had more than $742 billion in total assets under administration. For more information about Ascensus, visit ascensus.com.