Press Release

EBRI Welcomes New Retirement Vice Chair, Jason Jagatic

Issued by EBRI [Employee Benefit Research Institute]

Sept. 30, 2021

Please welcome Jason Jagatic, CFP, head of Global and Workplace Thought Leadership for Fidelity Investments, as EBRI’s new Research Committee Vice Chair for Retirement.  He replaces Bob Macdonald, who retired after many years of EBRI volunteer service.

Jason joined Fidelity in July 2006 and has held numerous management roles in Fidelity’s retail and workplace businesses. He was responsible for development of many of Fidelity’s retirement and investing tools used by both individual investors and Fidelity representatives and was a leader in the Fidelity Wealth Management business. He is a Certified Financial Planner™ who holds his Series 7 & 24 licenses as well as multiple patents.

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