About CPI

CPI Qualified Plan Consultants, Inc. (CPI), a member of CUNA Mutual Group based in Madison, Wisconsin, is dedicated to continuing an unwavering commitment to provide outstanding service to financial advisers and plan sponsors. CPI and CUNA Mutual Group serve a combined 8,700 employer-sponsored retirement plans with 490,000 participants and more than $14 billion in plan assets.¹

We provide a comprehensive choice of both bundled and unbundled retirement solutions designed to best meet your company needs.

Retirement plan solutions:

401(k)
- Trustee and co-fiduciary
- 401(k) with guaranteed income²
403(b), including common remitter and vendor solutions
Defined benefit
Profit sharing and money purchase
- New comparability
- Age-weighted
457(b) plans for government and tax-exempt organizations
Executive nonqualified deferred compensation

We provide an award-winning level of service: from personal one-on-one customer service to experienced fiduciary guidance.

We provide expertise in tools beneficial to retirement growth.
For many employees, the retirement plan sponsored by their employer is their primary, if not only, retirement savings vehicle. A solid education program is essential in making sure your employees understand the plan and investments … which is key to their ultimate success in planning and saving for retirement.

We provide retirement plan strategies that withstand the test of time.
A successful retirement program takes careful planning. Partnering with the right professionals will help you and your employees implement a strategy that grows and changes along the road to retirement.

¹As of June 30, 2011.
²All guarantees are based on the claims paying ability of the underlying insurance issuer.