Jim Atkinson, Principal

Jim has over thirty-five years of experience in the benefits, retirement and compensation consulting arena. During that time he has developed employee benefit programs for local, state and national trade associations, public and private companies, hospitals, non-profit organizations and public utilities. Jim is the force behind SponsorGuard™, our proprietary fiduciary protection program for retirement plan sponsors.

President and owner of Benefit Partners for over twenty years, Jim previously was a Principal in regional financial services company Mid Atlantic Capital, also serving as President of Mid Atlantic Insurance Corporation. Additional experience includes heading the Pittsburgh Executive Compensation and Benefits office for national consulting group Aon. As Senior Research Analyst and Vice President for CIGNA, Jim also spearheaded the consolidation of eighty-two field sales offices into a unified marketing and administration platform.

Jim is a graduate of the University of Pennsylvania and received the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) and Certified Employee Benefits Specialist (CEBS) professional certifications. He lives in Oakmont, PA with his wife Nancy.