CPI Qualified Plan Consultants, Inc.

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Providing Retirement Solutions Since 1972

CPI Press Room

2012
- 05/15/2012 – CPI Names Senior Manager for Internal Sales
- 04/19/2012 – Vicki Keffer Accepts Consulting Position With CPI Qualified Plan Consultants, Inc.
- 04/17/2012 – First Trust Funds Added to CPI Retirement Platform
- 04/12/2012 – CPI President Named to CIkR Board
- 03/20/2012 – Alta Trust Funds Added to CPI Retirement Platform
- 03/13/2012 – Jon L. Prescott Named President of CPI Qualified Plan Consultants, Inc.
- 03/01/2012 – Fee Disclosure Presents Opportunity to Solidify Client Relationships
- 02/23/2012 – 408(b)(2) Affects Sponsors and Advisers Alike
- 01/25/2012 – CPI Qualified Plan Consultants, Inc. Launches Rebranded Corporate Website
2011
- 11/29/2011 – Randy Fuss Named Practice Management Consultant at CUNA Mutual Group
- 11/22/2011 – CPI Doubles Its Fleet of iPads for Enrollment Meetings
- 11/17/2011 – Russell Investments Added to CPI Retirement Platform
- 07/14/2011 – Edward Jones and CPI Announce Competitive New 401(k) Program
- 04/19/2011 – CPI Hosts Chicago Retirement Academy Conference
- 04/05/2011 – Westcore Funds Added to CPI Retirement Platform
- 02/10/2011 – CPI Qualified Plan Consultants, Inc. Establishes Consulting Office in Phoenix, Arizona
- 02/08/2011 – Frank Moore Joins CPI Qualified Plan Consultants, Inc.
- 01/06/2011 – CPI Qualified Plan Consultants, Inc. Hosts 2010 Executive Roundtable
2010
- 12/14/2010 – CPI Presents First Retirement Academy Conference
- 11/16/2010 – Exchange Traded Funds Added to CPI Retirement Platform
- 10/26/2010 – Additional Fixed-Interest Option from VALIC
- 09/22/2010 – CPI Introduces Investment Fiduciary Protection Program
- 09/15/2010 – Delaware Investments Mutual Funds Added to CPI Retirement Platform
- 08/31/2010 – The Bancorp Bank Master Demand Account Added to CPI Retirement Platform
- 08/25/2010 – CPI Qualified Plan Consultants, Inc. Opens Birmingham, Alabama Consulting Office
- 08/09/2010 – CPI Opens Consulting Office in Denver area
- 08/02/2010 – Symetra Launches Partnership with CPI to Offer ‘Daily Value’ Feature with
- 07/22/2010 – Parnassus Funds Added to CPI Retirement Platform
- 06/24/2010 – The Payden Mutual Funds Added to CPI Retirement Platform
- 02/02/2010 – Jon Prescott interviewed by PLANADVISER magazine
- 02/02/2010 – DOL Regulatory Update Teleconference
2009
- 12/29/2009 – Wasatch Funds Added to CPI Retirement Platform
- 11/24/2009 – CPI Opens Consulting Office for the Tri-State Area
- 11/17/2009 – CPI Opens Consulting Office Covering Michigan and Wisconsin
- 09/02/2009 – CPI SELECTED FOR LPL FINANCIAL RETIREMENT PLUS PROGRAM
- 07/23/2009 – Huntington Mutual Funds Added to CPI Retirement Platform
- 06/30/2009 – CPI Qualified Plan Consultants Launches 2009 Marketing Strategy
- 06/09/2009 – CPI Creates Program for Same-Day Investment of Payroll Contributions
- 05/13/2009 – CPI Qualified Plan Consultants, Inc. and Gatekeeper Administration & Consulting, LLC Announce Merger of Operations
- 04/16/2009 – Aberdeen Added to CPI Retirement Platform
- 03/03/2009 – Allegiant Funds Added to CPI Retirement Platform
2008
- 12/18/2008 – CPI Announces Auditor's ToolBox
- 11/20/2008 – CPI Common Remitter Services Introduces CRS PDQ.
- 10/30/2008 – Royce Mutual Funds Added to CPI Retirement Platform
- 10/02/2008 – Dreyfus Mutual Funds Added to CPI Retirement Platform
- 07/31/2008 – Playing By the (New) 403(b) Rules
- 06/19/2008 – CPI Names National Director of Broker Dealer Relationships
- 03/04/2008 – RiverSource Mutual Funds Added to CPI Retirement Platform
- 02/06/2008 – Summit Mutual Funds Added to CPI Retirement Platform
- 01/17/2008 – CPI Announces Creation of CPI Common Remitter Services Division
2007
- 12/18/2007 – CPI Announces Perritt Funds Added to CPI Retirement Platform
- 12/04/2007 – CPI Announces Stephens Funds Added to CPI Retirement Platform
- 11/06/2007 – Tamarack Funds Added to CPI Retirement Platform
- 10/23/2007 – CPI Opens Boston Consulting Office
- 06/26/2007 – Old Mutual Capital Added to CPI Retirement Platform
- 06/19/2007 – CPI Adds Enhancements to Participant Internet Site
- 06/12/2007 – CPI Qualified Plan Consultants Adds Wells Real Estate Funds
- 01/09/2007 – CPI Opens Seattle Consulting Office
2006
- 10/24/2006 – CPI Qualified Plan Consultants Announces Expanded Employee Education and Enrollment Services
- 09/26/2006 – CPI Qualified Plan Consultants Adds Funds of Merrill Lynch Investment Management
- 08/10/2006 – CPI Announces Virginia Beach Consulting Office
- 06/27/2006 – CPI Adds Henderson Global Funds to Retirement Plan Platform
- 05/23/2006 – CPI Adds American Independence Funds to Retirement Plan Platform
- 05/17/2006 – CPI Adds Gartmore Funds to Retirement Plan Platform
- 05/15/2006 – CPI Adds John Hancock Funds to Retirement Plan Platform
- 05/02/2006 – CPI Adds Heritage Funds to Retirement Plan Platform
- 03/22/2006 – CPI Adds Ivy Mutual Funds to Retirement Plan Platform
- 03/14/2006 – CPI Adds Alger Funds to Retirement Plan Platform
- 03/07/2006 – CPI Announces new Director of Broker Dealer Relationships
- 03/02/2006 – CPI Adds Seligman TargetHorizon ETF to Retirement Plan Platform
- 02/28/2006 – CPI names manager of new Payroll Division
- 02/21/2006 – CPI announces new Payroll Division
- 01/17/2006 – CPI adds Pacific Life Funds to Retirement Plan Platform
- 01/12/2006 – CPI Announces New Consulting Office in Chicago, IL
2005
- 12/20/2005 – CPI Adds AIG Valic Guaranteed Fixed-Interest Option to Retirement Plan Platform
- 11/29/2005 – CPI Provides Roth Deferral Contribution Option to Plan Sponsors
- 11/22/2005 – The WM Group of Funds Added to the CPI Retirement Plan Platform
- 11/03/2005 – CPI Adds to Spanish Materials
- 10/11/2005 – CPI top ranked in recent 401(k) Exchange survey of retirement plan sponsors
- 09/21/2005 – CPI Introduces AdviserSelect - The Answer to Full Fee Disclosure
- 09/01/2005 – CPI Announces New Consulting Office in Kansas City, Mo
- 08/11/2005 – CPI Announces New Consulting Office in Atlanta, GA
- 08/09/2005 – CPI Chosen to Support the AIG Valic SPECTRUM SM 401(k) Program
- 08/02/2005 – CPI Announces New Regional Manager for Southeastern United States
- 05/12/2005 – CPI Services Help Investment Professionals Manage Mutual Fund Short-Term Redemption Fees
- 04/14/2005 – CPI Announces More Investment Options Translates Into More Competitive Customer Service
- 04/07/2005 – CPI Announces New Ohio Office Opening
- 02/15/2005 – CPI Provides Financial Consultants a Management Tool with the Potential to Triple Assets Under Management
- 01/26/2005 – CPI Enhances Plan Sponsor Internet Site with Conversion Status Features
- 01/19/2005 – CPI Announces National Sales Director
- 01/13/2005 – CPI Announces New Management Position for Enhanced Services to Broker Dealers/Wirehouses
2004
- 11/15/2004 – Lifetime Achievement Fund Added to CPI Retirement Plan Platform
- 11/09/2004 – Plan Sponsors and Participants Gain Advantage with Latest CPI Internet Enhancements
- 09/07/2004 – American Century joins our fund family partners
- 09/07/2004 – CPI opens Florida Office
- 08/30/2004 – Putnam joins our fund family partners
- 08/11/2004 – CPI opens San Diego Office
- 07/30/2004 – Oppenheimer joins our fund family partners

©2011 CPI Qualified Plan Consultants, Inc. | Terms

CPI Qualified Plan Consultants is a member of CUNA Mutual Group.

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