Press Release

2024 PenChecks Trust ASPPA Scholarship Winners Announced

Issued by ASPPA [American Society of Pension Professionals & Actuaries]

Oct. 22, 2024

The 2024 PenChecks Trust ASPPA Scholarship recipients were announced on Oct. 21—fittingly known as “Back to the Future Day,” a nod to both reflecting on the past and looking ahead to a bright future. Spiro Preovolos, President and CEO of PenChecks, marked the occasion by celebrating the 10-year partnership with ASPPA and expressing enthusiasm for the next decade of supporting retirement-focused education.

“A huge thank you to ASPPA. It’s been a fantastic 10 years, and we look forward to the next decade of providing scholarship opportunities,” Preovolos said. “We both share the goal of advancing retirement education in our industry.”

ASPPA and PenChecks work together annually to offer scholarships to individuals pursuing professional credentials, helping to shape the future of retirement planning. The credentials include:

• Qualified 401(k) Administrator (QKA®)
• Qualified 401(k) Consultant (QKC®)
• Qualified Pension Administrator (QPA®)
• Certified Pension Consultant (CPC™)

The scholarship covers exam fees, required reading materials, exam retakes, and the first year of membership dues.

Following a rigorous application and selection process, representatives from PenChecks and ASPPA selected this year’s recipients.

2024 Scholarship Recipients

QKA Credential:

• Lisa Drisoll, BLBB Advisors, LLC
• Shawna Hammer, Ascensus
• Kimberly Holahan, Blue Benefits Consulting
• Alex Kalnajs, TriStar Pensions
• Jason Miller, Northwest Retirement Plans
• Lara Nwaru, MAP Retirement
• LaQueeta Perry, Kassouf RPS
• Amanda Webb, MMR

QKC Credential:

• Miguel Gonzalez, Courtburg Retirement Advisors
• Marissa Jaggi, Actuarial Consulting Services
• Stephanie Klemm, Crawford Retirement Group
• Henna Patel, TriStar Pensions

QPA Credential:

• Emily Halbach Sharp, MMR

CPC Credential:

• James Passarelli, Carta Consulting

Congratulations to the 2024 Scholarship Recipients!

For more information about the PenChecks Trust ASPPA Scholarships and to view past recipients, click here.

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