Congratulations to Chad Carleton named TPA 2025 'Values In Action' Award Winner!

A message from TPA Staff


Congratulations to Chad Carleton on being the 2025 TPA “Values in Action” award winner.


TPA initiated this award to recognize those in our organization who best exemplify the Core Values we want reflected with our co-workers, clients, and community. Those values are Trust, Attitude, Humility, Excellence, and Service.

Chad is a Senior Plan Consultant at TPA over 10 years of experience in the retirement industry. He has his QPA, QKC, and QKA credentials from the American Society of Pension Professionals & Actuaries (ASPPA) and is working on obtaining his credentials to be a Certified Public Accountant (CPA).

The award was voted on by everyone on the TPA team.

Some of the comments by co-workers about Chad:

Chad has gone above and beyond to implement positive change to the TPA way.


Chad consistently steps up to do what is best for our team and TPA as a whole. He has taken on many projects in the last year including migrating our compliance testing and tracking software programs and took on a great deal of responsibility to ensure those projects stayed on track and were accomplished timely. Chad is a great resource for other colleagues with questions no matter how big or small.


Chad implemented two systems that have redefined the way we work for the better.


Chad drives firm-wide adaption and transformation to be better.


Chad has brought excellence and expertise in Plan Administration as well as TPA's business cycle administration.


Chad headed our large software conversions/implementations and has assumed review/manager roles freeing up others capacity.

Congratulations to Chad on this well-deserved recognition!

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