Matt Morgenstern and Kendra Kaiser of CUNA Mutual Retirement Solutions have recently passed all of the required exams to attain their QKA (Qualified 401(k) Administrator) designation through ASPPA (American Society of Pension Professionals & Actuaries). These exams include the Retirement Plan Fundamentals (RPF-1 & RPF-2) exams, the Administrative and Qualification Issues of Retirement Plans (DC-1) exam and, the Administrative Issues of Defined Contribution Plans (DC-2) exam.
Morgenstern started at CUNA Mutual Retirement Solutions in December, 1999, and is currently a Senior DC Plan Administration Specialist. Kaiser started with us in June, 2005, and is currently a Consulting Senior Retirement Implementation Consultant.
ASPPA is the premier national organization for career retirement plan professionals.