SS Pension Consultants LLC Expands Expertise with CPFA® Credential Achievement

At SS Pension Consultants, continued learning and professional growth are more than goals — they are part of our commitment to delivering exceptional service and guidance to our clients and partners.

We are excited to announce that both Kaitlin Smith and Valerie Sinicrope have successfully earned the Certified Plan Fiduciary Advisor (CPFA®) credential through the National Association of Plan Advisors (NAPA).

The CPFA® designation demonstrates specialized knowledge in retirement plan fiduciary oversight, governance, regulatory compliance, and industry best practices. The credential was developed by some of the nation’s leading retirement plan professionals and is designed for individuals who work closely with employer-sponsored retirement plans and fiduciary responsibilities.

The CPFA® curriculum and examination focus on critical areas including:

• Fiduciary roles and responsibilities under ERISA

• Plan governance and oversight

• Retirement plan investment management

• Service provider coordination

• Participant outcomes and plan management best practices

As a Third-Party Administrator serving retirement plans nationwide, we believe ongoing education directly benefits the employers, financial advisors, and CPA partners we work with every day. Retirement plans continue to evolve, and staying current with regulatory developments and fiduciary best practices allows us to provide more informed guidance and stronger support to our clients.

Earning the CPFA® credential reinforces our dedication to helping plan sponsors navigate complex retirement plan responsibilities with clarity and confidence.

“Continued learning is one of our core values at SS Pension,” said Kaitlin Smith, CPC™, QPA, QKC, QKA®, APA, CRPS®, CPFA®. “We believe investing in professional development helps us better serve our clients and advisor partners while continuing to strengthen the value we bring to every relationship.”

The National Association of Plan Advisors (NAPA), an affiliate of the American Retirement Association, developed the CPFA® credential specifically for retirement plan professionals focused on fiduciary responsibility and retirement plan expertise.

At SS Pension Consultants, we remain committed to combining technical expertise, responsive service, and ongoing professional development to help deliver Smart Solutions for
Stronger Retirements®.

Learn more about the CPFA® credential by visiting NAPA’s official website at napa-net.org.