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Credentials and Certificates

Credential Programs

Qualified 401(k) Administrator (QKA)

The OKA credential is the national standard for all professionals working with 401(k) retirement plans. Attaining the QKA credential illustrates commitment to the profession and competence in DC plan administration.

QKA PenChecks Scholarship 

Requirements:  RPFDC-1 & DC-2 exams | 2 years of experience


Qualified Pension Administrator (QPA)

The QPA credential expands on conceptual retirement knowledge and encompasses technical administration, compliance, and reporting functions for all types of qualified plans. With the QPA credential you will master both defined contribution and defined benefit retirement plans.

Requirements: QKA credential requirements | DC-3 & DB exams


Certified Pension Consultant (CPC)

The CPC credential is ASPPA's mastery level credential. It 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.

Requirements: QPA credential requirements | 6 CPC ModulesCPC written exam 


 

Certificate Programs:

Retirement Plan Fundamentals

The RPF Certificate Program teaches candidates the basics of retirement plan administration and is the starting point for all ASPPA professional development. It is perfect for learners new to retirement plan administration, is a required prerequisite for all ASPPA credentials, and serves as an industry review for experienced professionals. 

Products: Full RPF Course | Individual Modules: 1, 2, 3, 4, 5, 6 


Defined Benefit Administration

The DB-A certificate program trains learners on the administration of a defined benefit plans including determining contributions, applicable deadlines, calculations for termination and retirement benefits, and other critically important aspects of these plans. The course is ideal for those providing defined benefit plan administration support, improving their consulting with defined benefit plan clients, or developing actuarial skills. 

Products: Full DB-A Package | Exam Attempt 1 | Exam Attempt 2 | DB Study Guide: Print, PDF


Employee Stock Ownership Plans Administration

The administration of employee stock ownership plans (ESOPs) requires knowledge of unique allocation and compliance testing requirements. This program will provide an understanding of critically important aspects of ESOPs, including the basics of determining contributions, the applicable deadlines, and calculations for termination and retirement benefits.

Products: Full ESOP-A Package | Exam Attempt 1 | Exam Attempt 2 | ESOP Study Guide: Print, PDF


 

Additional Programs

NTSA Professional Development

ASPPA's sister association, the National Tax-Deferred Saving Association (NTSA), offers certificates, credentials, and resources for administrators of 403(b) and 457(b) Plans. 


NAPA Professional Development

ASPPA's sister association, the National Association of Plan Advisors (NAPA), offers certificates, credentials, and resources for financial advisors and retirement plan sales teams. 


ACOPA Professional Development

The ASPPA College of Pension Actuaries, Provides a wide variety to pension actuaries including webcasts, confrences, resources, and the Fellow, Society of Pension Actuaries (FSPA) program.

Additional Credential Programs

Member, Society of Pension Actuaries (MSPA)
Associated Professional Member (APM)

Resource Documents