Karen F. Dixon-Burroughs,
CPC, QPA, QKA, President of Qualified Plan Administrators, Inc., has been
working with qualified plans, administration and consulting since 1974.
She earned the professional designation of Certified Pension Consultant
(CPC) in September of 2000. After successfully passing a series of written examinations, this
designation is awarded by the American Society of Pension Professionals and Actuaries (ASPPA) to
benefits professionals employed in the fields of plan administration, pension
actuarial administration, insurance and financial planning. Certified Pension
Consultants are benefits professionals who work as advisors in plan
administration, pension actuarial administration, insurance and financial
planning. CPCs work alongside employers to formulate, implement,
administer and maintain qualified retirement plans. Less than 700 people
nationwide have attained this certification of achievement, including only 15 in
Georgia and 6 in South Carolina, with Karen being the first to earn this
certification in the Augusta and surrounding areas.Karen earned the certification of Qualified Pension Administrator (QPA) in 1997, and Qualified 401(k) Administrator (QKA) in December of 2002. QPAs assist employers, actuaries and consultants in performing functions such as determination of eligibility for benefits, benefit computations, plan record keeping, trust accounting, and disclosure and compliance activities as required under current pension law. The Qualified 401(k) Administrator (QKA) designation recognizes retirement plan professionals who work primarily with 401(k) plans. QKAs come from a variety of professional disciplines and assist employers and consultants with the recordkeeping, nondiscrimination testing, and administrative aspects of 401(k) and related defined contribution plans. In October of 1999, Karen was appointed to ASPPA’s Women’s Pension Task Force and is a member of ASPPA’s Education and Examination Committee and Marketing Committee. Karen was a featured speaker at ASPPA’s 2001 annual conference in Washington, D.C., frequently speaks at local and national accounting and administrative meetings and teaches various employee benefits classes for Lorman Education Services.
Patty H. Plumley, Senior Pension Administrator and Training Coordinator, has been a member of QPA’s management team since 1997. Patty has over 30 years of experience in administration of both retirement plans and personal trust accounts. She began her career with C & S National Bank in 1974 and earned promotions to Client Service Officer. Patty has obtained her American Society of Pension Professionals and Actuaries (ASPPA) certifications PA1/PA2, and is currently pursuing her C-2 designation. These specialized designations are awarded to candidates who meet specific criteria, and pass related exams, concerning qualified plan administration.
Jonathan M. Nicholson, Sr. Pension Manager, is a graduate of Augusta State University with a BBA in Finance/Economics and Accounting. Jonathan began his career with QPA in the pension industry in 1998 and has experience working with small and medium sized 401(k), profit sharing and pension plans.
03/01/2011