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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Fully Bundled Solutions
If the plan sponsor wants to work with a single provider for all of their plan services, a bundled program option may be more attractive to them. Bundled products may also provide a more turn-key solution for financial advisers who wish to segment their block of business and only assume the fiduciary responsibility for doing fund selection and monitoring with their largest clients.
The Trustee 401(k) program is a co-fiduciary mutual fund product featuring competitive institutional pricing. The program includes a Board of Trustees which signs on as a co-fiduciary for all the investment selection and monitoring responsibilities, limiting the overall fiduciary liability for the financial adviser and plan sponsor. View program highlights presentation.
The Choice 401(k) group annuity product provides over 70 investment options to choose from including both indexed and actively managed fund options. The financial adviser and plan sponsor can choose to go with a core lineup that is regularly monitored and updated by an experienced investment committee, or choose a customized lineup from the full Choice list.
Regardless of market conditions, a defined benefit or cash balance plan delivers a monthly income at retirement, allowing employees to plan for a replacement of their income stream at retirement in both a fully bundled or open architecture environment. This makes a defined benefit plan a valuable tool in attracting and retaining talented employees. View our brochure.
