Albert Strobel, Amy Ney and Mindy Elliott of CPI Qualified Plan Consultants, Inc. (CPI) have recently passed all of the required exams to attain their TGPC (Tax-Exempt & Governmental Plan Consultant) designation through ASPPA (American Society of Pension Professionals and Actuaries). These exams include the Tax-Exempt Governmental Plan Administration & Plan Consultant (TGPC-1 & TGPC-2) exams.
Strobel started at CPI in June, 1998 as a Plan Accountant in the Daily Accounting Department. In September, 1999, he transferred to become a Plan Administrator in the 403(b) Department which is now the Governmental Tax-Exempt Plan Administration Services (GTEPAS) Department. In October, 2002, he was promoted to Senior Administrator, and in March, 2004, to Consulting Senior.
Ney started at CPI in June, 2006 as a Plan Administrator in the 403(b) Department which is now the GTEPAS Department. In May, 2010, she was promoted to Senior Administrator.
Elliott started at CPI in March, 2001 as a Plan Administrator in the 403(b) Department which is now the GTEPAS Department. In September, 2004, she was promoted to Senior Administrator, and in May, 2007 to Consulting Senior.
ASPPA is the premier national organization for career retirement plan professionals who work 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 6,000 members.