Credentials When looking for a consultant for your retirement plan you should always ask, "What credentials do you currently hold and how long have you held them?"
Why are credentials important and relevant? From the American Society of Pension Professionals & Actuaries (ASPPA) website: "ASPPA credentials place you at the top of the pension profession...ASPPA membership represents the most committed individuals in the profession. ASPPA membership means more than being a credentialed professional. It’s an assurance of quality and integrity." The ASPPA credentials I hold are: CPC - Certified Pension Consultant, QPA - Qualified Pension Administrator, QKA - Qualified 401(k) Administrator
I also hold the ERPA which stands for Enrolled Retirement Plan Agent and which allows me to represent a retirement plan before the IRS.
The CPFA - Certified Plan Fiduciary Advisor credential is sponsored by NAPA (National Association for Plan Advisors and is reflects knowledge, expertise and commitment to working with retirement plans
Continuing Education All credentials require annual ethics training along with up to 24 annual continuing education credits.
History I previously built my practice with Hawaii Client Services from 2011 through June 30, 2017. Effective July 1, 2017, I transferred my practice to my own entity.