Retirement Services
Straightforward plan design, with the resources and expertise to power your business.
By combining CPI's payroll, flexible benefit, qualified and non-qualified programs, you have the ultimate in benefit outsourcing, tailored to target your retirement plans needs.
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Common Remitter Solutions
We are in the business of knowing what the law and regulations require, and then making sure that the requirements are met. We offer:
ERISA-covered qualified retirement plans;
ERISA- and nonERISA-covered 403(b) plans; and
457(b) plans for governmental and tax-exempt organizations.
By using CPI’s Common Remitter and Compliance Oversight Services, you will find that complying with the final 403(b) regulations will not further complicate the jobs for your benefits and payroll employees.
Every government program comes with a certain amount of paperwork and oversight. With CPI’s Common Remitter and Compliance Oversight Service, you know your 403(b) and 457(b) programs are complete, from common remitter and limits testing ensuring hardship withdrawals and loans are made correctly.
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 800.279.9916 ext. 764 or email us at MarketingTaxExempt@cpiqpc.com.
To learn more, view a demo today.
