WEBSITE BY BENEFIT INSIGHTS - Key Persons

Denise joined Creative Pension Consultants, Inc. in 2007. Working directly with the Client Managers, she is responsible for the day-to-day administration, compliance testing, and processing of client benefit plans. Denise obtained her AS in Business Administration from Hudson Valley Community College in Troy, NY, and her BS in Accounting from Siena College in Loudonville, NY. She has been awarded the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.

Job Titles:

• Certified Public Accountant
• QPA, QKA / Vice President

Jerry's responsibilities include administration and consulting on client benefit plans, consulting on plan design, and assisting clients in complying with the ever-changing pension laws. Jerry joined Creative Pension Consultants, Inc. in 1997 with extensive experience in accounting and plan administration. Jerry obtained his BS in Accounting from the State University of New York at Plattsburgh. Jerry is also a Certified Public Accountant. Jerry has been awarded the Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designation by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration.

Job Titles:

• CPC, TGPC / Consultant

John is the founder of Creative Pension Consultants, Inc., and is a Certified Public Accountant with more than 30 years of experience. John's primary responsibility is to consult regarding defined benefit plan design issues and calculations. John graduated from Pace University in New York, NY with a BBA degree in Public Accountancy in 1972. John became a Certified Public Accountant in 1978. He has been awarded the designations of Certified Pension Consultant (CPC) and Tax Exempt & Governmental Plan Consultant (TGPC), among others, by the American Society of Pension Professionals and Actuaries.

Job Titles:

• Member of the Colonie - Guilderland Rotary Club

In addition to the administration and consulting on client benefit plans, Karl is also responsible for plan design consulting and marketing strategies. He joined Creative Pension Consultants, Inc. in 2005 with over 10 years of extensive experience in plan administration. Karl has a BA in Mathematics from LeMoyne College in Syracuse, and has been awarded the Certified Pension Consultant (CPC), Tax Exempt & Government Plan Consultant (TGPC), Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration. He has also earned the Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service. Karl is a member of the Colonie-Guilderland Rotary Club, a member of American Mensa, and a volunteer with Boy Scout Troop 50.

Job Titles:

• Nationwide Plans Account Manager

Kim's responsibilities include the day-to-day operations of plans using the Nationwide Best of America retirement plan products. She is directly involved with all aspects of participant recordkeeping, distributions, and loan processing. Kim joined Creative Pension Consultants, Inc. in 2000 with extensive experience in operation of daily valued plans. Kim is a graduate of Colonie Central High School, and has earned her Retirement Plan Fundamentals certificate from the American Society of Pension Professionals and Actuaries. Kim volunteers with the Animal Protective Foundation in Schenectady.

Lori's responsibilities include plan conversions, takeover plans, plan administration, systems development, and other special projects. Lori joined Creative Pension Consultants, Inc. in 1999 with extensive experience in plan administration. Lori obtained her BS in Mathematics from the State University of New York at Potsdam, and has been awarded the Qualified 401(k) Administrator (QKA) designation by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration.

Scott joined Creative Pension Consultants, Inc. in 2023 with over 16 years of pension administration experience. Working directly with the Client Managers, he is responsible for the day-to-day administration, compliance testing, and processing of client benefit plans. Scott obtained his BS in Accounting from Rochester Institute of Technology and has been awarded the Qualified 401(k) Administrator (QKA) designation by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration.

Job Titles:

• Pension Administrator

Teresa joined Creative Pension Consultants, Inc. in 2023 with over 20 years of pension administration experience. Working directly with the Client Managers, she is responsible for the day-to-day administration, compliance testing, and processing of client benefit plans. Teresa obtained her BS in Business from Brigham Young University and MBA in Applied Actuarial Math from Bryant University.