Professional and Credentialed
Our team consists of some of the top retirement experts in New Orleans, who pride themselves on maintaining industry credentials to best serve our clients with even the most complex plan designs.
Our Expertise
Our team maintains over 14 industry credentials.
8
American Society of Pension Professionals & Actuaries (ASPPA) Credentials
1
Enrolled Plan Agent
(ERPA)
3
National Institute of Pension Administrators (NIPA) Credentials
2
Accredited Pension Administrators
(APA)
8
Qualified 401(k) Administrators
(QKA)
1
Accredited Pension Representative
(APR)
1
Qualified Pension Administrator
(QPA)
1
Qualified 401(k) Specialist
(QKS)