CPI Qualified Plan Consultants, Inc.

Since 1972, CPI has provided services as a third party administrator for qualified employee retirement plans. A comprehensive array of plan services combined with a diverse line-up of strategic fund family alliances provides greater depth, more choice, and enhanced flexibility for the plan sponsor and plan participants.

401(a)		401(k)
	Profit sharing		Safe harbor
	Money purchase		New comparability
			Double Advantage Safe Harbor

457(b)		403(b)
	Governmental
	Tax-exempt	Executive Nonqualified Deferred Compensation



	Timely response to phone calls and email inquiries
	Respond to quarterly client satisfaction surveys
	Services and fees guaranteed in writing

	The web site contains an abundance of useful information
	Link to the investment professionals’s home page, if available
	Message board for participants
	Summary of plan information
	Retirement Plan Tools


	Employee eligibility reports
	Demographic reports
	Web access to both plan and participant information
Note. When CPI administers both the qualified or nonqualified retirement plan, and flex or payroll services, a 10% discount is available on both the payroll and flexible benefit plan service.