Heather Weathers of CPI Qualified Plan Consultants, Inc. (CPI) has recently passed all of the required exams to attain their TGPC (Tax-Exempt & Governmental Plan Consultant) designation through ASPPA (American Society of Pension Professionals & Actuaries). These exams include the Tax-Exempt Governmental Plan Administration & Plan Consultant (TGPC-1 & TGPC-2) exams.
Weathers started at CPI in October, 2002 as an Intern in the Plan Document Department. In January, 2003, she transferred to the Investment Splits Department as a Logger. In August, 2003, she became a Specialist, and in March, 2004, she became an STP Specialist. In November, 2005, she transferred to the Flexible Benefit Department and became a Specialist, and in February, 2012, she transferred back to the Splits Department as a Logger.
ASPPA is the premier national organization for career retirement plan professionals who work to educate retirement plan and benefits professionals and to preserve and enhance the private pension system. Although ASPPA was founded in 1966 as an actuarial organization, the growing needs of the pension community led to the expansion of their membership to include pension professionals of all types: consultants, administrators, accountants, attorneys, chartered life underwriters, and more. Currently, ASPPA has over 11,000 members.
CPI was incorporated in July of 1972 as a fee-based pension consulting firm. CPI specializes in the design, installation and administration of Qualified Employee Benefit Plans (including 401(k) and 403(b) plans), as well as providing a full range of consulting and payroll services to over 4,000 clients in all 50 states. CPI currently employs about 400 people, most of whom work in the Great Bend corporate office. CPI is a wholly owned subsidiary of CUNA Mutual Investment Corporation, a leading insurance and financial services organization.