KatzAbosch Manager, Scott Mattingly, Earns Chartered Retirement Plans Specialist Designation


Scott Mattingly, CPA, CFP has recently earned the Chartered Retirement Plans Specialist (CRPS) designation. This professional designation is awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses and their employees. The Chartered Retirement Plans Specialist program employs a case-study based, client-centered problem-solving approach. It covers the types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, 401(k) plans and nonprofit and government plans. It also encompasses plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.

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