Lori Harting, Brooke Cook and Tina Lamb of CPI Qualified Plan Consultants, Inc. (CPI) have recently passed all of the required exams to attain their QKA (Qualified 401(k) Administrator) designation through ASPPA (American Society of Pension Professionals & Actuaries). These exams include the Retirement Plan Fundamentals (RPF-1 & RPF-2) exams, the Administrative and Qualification Issues of Retirement Plans (DC-1) exam and, the Administrative Issues of Defined Contribution Plans (DC-2) exam.
Harting started at CPI in June, 2006 as a Plan Administrator in the PAS Department. In March, 2007, she transferred to become a Specialist in the Support Department, and in August, 2011, she transferred to become a Technical Sales Specialist in the Internal Sales Department. In June, 2013, she transferred to become a Specialist in the Setup/Fund Change Department.
Cook started at CPI in July, 2007 as a Participant Service Center Specialist in the Daily Accounting/Participant Service Center Department. In May, 2011, she became a Plan Accountant and in April, 2013, she transferred to become a Plan Administrator in the Plan Administration Services (PAS) Department.
Lamb started at CPI in February, 2010 as a Plan Administrator in the PAS Department. In December, 2012, she was promoted to Senior Administrator and in January, 2014, she became a Senior Defined Contribution (DC) Administration Specialist in the DC Plan Administration Testing Department.