Jonathan D. Levine, CEBS: Senior Vice President
With more than 25 years of management experience, Jon, who joined I.E. Shaffer & Co. in 2005, helps direct the firm’s operations and serves as the administrator of many of the firm’s clients. He is responsible for the management of account relationships for I.E. Shaffer, including the administration of benefit funds in accordance with the respective trust agreements and plan documents, as well as advising and implementing decisions made by the trustees. In addition, he negotiates contracts with the funds’ professional advisors, vendors, and insurance carriers.
Jon is a graduate of Purdue University. He received his designation as a Certified Employee Benefits Specialist (CEBS) from the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of the University of Pennsylvania. Jon is also member of both the IFEBP and the Society of Professional Benefit Administrators (SPBA). He has been a featured presenter at events sponsored by the IFEBP, as well as other benefit conferences.
When he’s not working, Jon enjoys spending time with his wife and three children, boating on the Barnegat Bay, watching college sports and auto racing, and working on all things mechanical.
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