Professional Staff

At Associates in Excellence our qualified professional staff can help you to evaluate which plans make the most sense for your particular business. Our benefit administrators have decades of experience and are highly educated in the field of Employee Benefit Plan Administration.

On staff, we have benefit plan administrators with the following designations: Certified Pension Consultant (CPC), Accredited Pension Administrator (APA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). These designations come from the two leading pension industry accrediting organizations: American Society of Pension Actuaries (ASPA) and the National Institute of Pension Administrators (NIPA). In addition, on staff we have an ERISA attorney and a Certified Public Accountant (CPA).

Our benefit plan administrators add to their certifications by regularly attending courses and seminars. This expands our staff's knowledge and allows us to be at the forefront of all industry and tax-law changes.