Teresa Long and Sandy Davis 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.
Long started at CPI in June, 1994 as a Plan Administrator in the PAS Department. In October, 1996, she was promoted to Senior Administrator, and in June, 1998, she was promoted to Consulting Senior Administrator. In April, 2004, she transferred to the Compliance Team, and in March, 2008, she transferred to the Plan Document Team as a Document Technical Specialist. In December, 2012, she started on the Government Tax-Exempt Plan Team, and in January, 2014, she transferred to the Defined Contribution Plan Testing Team. Long also attained her QKA (Qualified 401(k) Plan Administrator) designation through ASPPA.
Davis started at CPI in October, 2001 as a Plan Administrator in the Plan Administrative Services (PAS) Department. In September, 2004, she was promoted to Senior Administrator, and in February, 2010, she was promoted to Consulting Senior Administrator. Davis also attained her QKA designation through ASPPA.