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Jonathan D. Levine, CEBS: President


Jon began his career with I.E. Shaffer & Co. in 2005, and with over 30 years of experience in management, he is responsible for the day-to-day operations of the firm. In addition to being President, he is responsible for managing several client relationships as well as advising and implementing plan standards in accordance with plan trustee’s decisions.

Jon holds a Bachelor’s Degree from Purdue University. He received his Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of the University of Pennsylvania. As a member of both the IFEBP and Society of Professional Benefit Administrators (SPBA), Jon has been a featured presenter for several sponsored events 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 working on all things mechanical.


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