Russell Linderer, Matt Morgenstern and Robert Willesden 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 & Actuaries). These exams include the Tax-Exempt Governmental Plan Administration & Plan Consultant (TGPC-1 & TGPC-2) exams.Linderer started at CPI in June, 2008 and is a Plan Administrator in the Government Tax Exempt Plan Administrative Services (GTEPAS) Department. He has also attained his QKA (401(k) Administrator) designation through ASPPA.Morgenstern started at CPI in December, 1999 as a Specialist in the Investment Splits Department.
CPI employees attain ASPPAs TGPC designation