Credential Programs

ASPPA credentials are available to all professionals in the retirement plan industry. Focusing on specialization, ASPPA offers credentials designed for professionals in the administrative (QKA and QPA), consulting (CPC), actuarial (MSPA, FSPA), and associated (APM) areas of our industry. While no specific educational background is required to obtain an ASPPA credential, to qualify for a credential, a series of examinations and/or educational modules must be successfully completed and other requirements as identified must be met. 

Through its sister organizations we also offer credentials designed for professionals in the financial (QPFC and CPFA) and tax-exempt & governmental (TGPC) areas of our industry. 

ASPPAs credentials are outlined below: 

  • The Qualified 401(k) Administrator (QKA)focuses on 401(k) plan recordkeeping, nondiscrimination testing and administrative aspects that 401(k) administrators need to know.
  • The Qualified Pension Administrator (QPA) program encompasses technical administration, compliance and reporting functions for all types of qualified plans.
  • The Certified Pension Consultant (CPC) program covers all qualified plan aspects in great depth to provide the detailed knowledge that a plan consultant would use in areas of plan design and administration, and in fulfilling departmental leadership roles for compliance, relationship management, plan documents and operations.
  • The Member, Society of Pension Actuaries (MSPA) program was created for individuals providing defined benefit or actuarial consulting who are currently Enrolled Actuaries in good standing.
  • The Fellow, Society of Pension Actuaries (FSPA) program was designed for MSPAs who wish to enhance their qualified plan analytical and consulting skills.
  • The Associated Professional Member (APM) credential is designed for retirement plan professionals who are licensed attorneys or Certified Public Accountants who meet an experience requirement.

ASPPA's sister organizations offer the following credentials:

 

  • The Certified Plan Fiduciary Adviser (CPFA) credential offered by NAPA focuses on the expertise required of advisors to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Information regarding the transition of QPFC to CPFA can be found on Candidate Corner under Education and Examination Programs