John E. Chapman Chief Executive Officer
Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Carter King, Retirement Plan Consultant, has earned the Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA). This achievement reflects Carter’s specialized knowledge of defined contribution retirement plans and marks an important step in his continued professional development.
In his role as a Retirement Plan Consultant, Carter supports the Institutional Advisory Services Team and Financial Advisors by managing day-to-day operations for both current and prospective institutional clients. He maintains and oversees a portfolio of Qualified and Non-Qualified plans, addresses participant inquiries, and helps ensure a seamless client experience.
The QKA® credential recognizes professionals who demonstrate a strong understanding of administering and operating 401(k) and other defined contribution retirement plans. Earning the credential requires knowledge across several key areas of retirement plan administration, including:
- 401(k) plan administration and operations
- Plan compliance and nondiscrimination testing
- Employer and employee contributions
- Distributions and participant transactions
- Plan reporting and regulatory requirements
Carter’s achievement demonstrates his commitment to building the technical knowledge and expertise necessary to support plan sponsors and participants while navigating the administrative and regulatory complexities of retirement plans. His continued professional development strengthens Clearwater Capital Partners’ ability to provide thoughtful, knowledgeable guidance to institutional clients.
About the QKA® Credential
The Qualified 401(k) Administrator (QKA®) credential is awarded by the American Society of Pension Professionals & Actuaries (ASPPA) to professionals who demonstrate specialized knowledge in the administration of defined contribution retirement plans. The credential reflects an understanding of the operational, compliance, and regulatory requirements involved in administering 401(k) plans and serves as a recognized benchmark of professional knowledge in the retirement plan industry.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides multi-family office and comprehensive wealth management services to successful individuals and families through its Private Wealth Management practice. Its Institutional Group delivers specialized services to businesses, nonprofit organizations, foundations, and ERISA-governed retirement plans. Learn more at https://www.ccpwealth.com/
20261006-2