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. In August, 2001, he was promoted to Takeover Specialist. In September, 2006, he transferred to become a Plan Administrator in the GTEPAS Department, and in May, 2010, he was promoted to Senior Administrator.
Willesden started at CPI in November, 1995 as a Plan Accountant in the Daily Accounting Department, and was promoted to Senior Plan Accountant in October, 1997. In March, 2001, he transferred to become a Plan Administrator in the Plan Administrative Services (PAS) Department. In May, 2006, he transferred to the GTEPAS Department as a Plan Administrator, and in October, 2008, he was promoted to Senior Administrator.
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.