BT Trefsgar, a registered advisor for BenefitWorks, Inc., and Scott Carr, an advisor associated with BenefitWorks, recently attended the National Association of Plan Advisors (NAPA) 401(k) Summit in Nashville, TN. While attending the Retirement Plan Academy at the Summit, both BT and Scott received the Certified Plan Fiduciary Advisor (CPFA) credential by successfully completing study material and passing a required exam.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary and assist other plan fiduciaries manage their roles and responsibilities. The CPFA credential indicates a level of expertise and commitment to working in the retirement plan market.
BenefitWorks, Inc., established in 1984, is an independent investment advisory firm and a record keeper of defined contribution retirement plans. They are located at 336 Cumberland St., Lebanon, PA. For more information, visit their web site at www.benefitworks.com or call 717-273-8441.