If you have not, you may be missing out on an easy solution to complying with the final 403(b) regulations at a price that is too good to pass up.
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| CPI Qualified Plan Consultants, Inc. (CPI), which was incorporated in July 1972, is the largest employee-owned third-party administration firm in the United States. We have been providing services for: |
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ERISA-covered qualified retirement plans since 1972; |
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ERISA- and nonERISA-covered 403(b) plans since 1991; |
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457(b) plans since 2001; and |
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Payroll services beginning in 2005. |
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| Our work with ERISA-covered plans has allowed us to learn the ERISA requirements inside and out. We are in the business of knowing what the law and regulations require, and then making sure that the requirements are met. We will provide no less service with the finalization of the 403(b) regulations. |
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| By using CPI’s services, you will find that complying with the final 403(b) regulations will not further complicate the jobs for your benefits and payroll employees. In fact, by using our Common Remitter and Compliance Oversight Services, it will simplify work that is currently being done. Every government program comes with a certain amount of paperwork and oversight. With CPI’s Common Remitter and Compliance Oversight Services, you know your 403(b) and 457(b) programs are complete, from common remitter services and limit testing to the compliance umbrella that ensures hardship withdrawals and loans are made correctly. |
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| We have three levels of service depending on how much involvement you wish to have. Our Basic Services level is easy to start and will not require a lot of change to your current procedures. Our Intermediate and Advanced Services require that a little more time is spent setting up the services, however, thereafter; these higher level services will be more useful and efficient for both you and your participants to use. Regardless of the service level you choose, the compliance oversight services we will provide will make it easier for you to get into compliance and remain in compliance with the final 403(b) regulations! For details select the service level below. |
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Basic Service |
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Intermediate Service |
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Advanced Service |
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| Contact us today at 877-792-5599 or e-mail us at marketing@cpicrs.com to sign-up for a weekly web cast, this will allow you to learn more about CPI as well as how our services will ensure that all your compliance needs are met. |
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Call CPI today for a risk-free review of the advantages of our services, and how this can work for you and your employees. For more information, or to sign up for this service please contact CPI today at
877-792-5599 or email us at marketing@cpicrs.com |
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