Theresa Leiker and Dianna Disque of CPI Qualified Plan Consultants Inc. have recently passed all of the required exams to attain their Tax-Exempt and Governmental Plan Consultant designation through the American Society of Pension Professionals and Actuaries. These exams include the Tax-Exempt Governmental Plan Administration and Plan exams.
Leiker started at CPI in February 1985 as a specialist in the Plan Termination Department. In March 1987, she was promoted to supervisor. In 1990, she also became supervisor of the ESOP Department. In April, 1998, she was promoted to manager of technical services which included the Plan Termination, Plan Document, ESOP, 403(b), Flexible Benefit Plan Services and Defined Benefit Plan Services Departments. In 2007, she also became manager of the newly formed Common Remitter Services Department. In September 2011 she became senior manager. She has also attained her Qualified Pension Administrator and her Certified Pension Consultant designations through ASPPA.
Disque started at CPI in January 1989 as a specialist in the Plan Termination Department. In August 1992, she became a plan administrator in the ESOP Department. In July 1994, she was promoted to senior administrator, and in August 1995, she was promoted to consulting senior. In October 1997, she became Consulting Senior in the 403(b) Department, and then supervisor in October 2000. In March 2004, the 403(b) Department became the Governmental Tax-Exempt Plan Administration Services Department, and she became manager of that department in September 2011.
ASPPA is the premier national organization for career retirement plan professionals who work to preserve and enhance the private pension system. The membership includes pension professionals of all types: consultants, administrators, accountants, attorneys, chartered life underwriters, and more. Currently, ASPPA has over 6,000 members.
CPI was incorporated in July of 1972 as a fee-based pension consulting firm. CPI specializes in the design, installation and administration of Qualified Employee Benefit Plans (including 401(k) and 403(b) plans) and Flexible Benefit Plans, as well as providing a full range of consulting and payroll services to over 3,500 clients in all 50 states. CPI currently employs about 500 people, most of whom work in the Great Bend, Kansas corporate office. CPI is a wholly owned subsidiary of CUNA Mutual Investment Corporation, a leading insurance and financial services organization.