Scott Mattingly Earns Chartered Retirement Plans Specialist Designation

KatzAbosch Manager, 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.

Once completing the study program, individuals must pass a rigorous exam demonstrating their expertise. Successful applicants earn the right to use the CRPS designation. Every two years, CRPS professionals must complete 16 hours of continuing education to continue using the designation.

In addition to obtaining the CRPS designation, Mattingly is also is a member of the firm’s

Business Accounting Solutions Group and Tax Department. He is a professional affiliate of the American Institute of Certified Public Accountants (AICPA), Maryland Association of Certified Public Accountants (MACPA) and serves on the Board of Directors for the Babe Ruth Birthplace Foundation, Inc. and Sports Legends Museum.

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