CPI Qualified Plan Consultants

Financial ServicesKansas, United States201-500 Employees

Located in Great Bend, KS, CPI Qualified Plan Consultants, Inc. (CPI) was incorporated in 1972 as a third party administrator (TPA) for qualified employee retirement plans. We have provided full service administrative and recordkeeping services on a nationwide basis for 40 years. In 2009, CPI Qualified Plan Consultants, Inc. became a member of CUNA Mutual Group, a leading insurance and financial services organization based in Madison, Wisconsin. Combined, CPI and CUNA Mutual Group provide retirement plan services for nearly 8,700 retirement plan customers. Presently we record keep approximately $14 billion in plan assets under administration. We deliver our services with a company wide commitment to quality (timeliness – professionalism – accuracy) for all clients regardless of the plan size. Type of Plans and Services Offered » 401(k) plans - Age-weighted - New comparability profit sharing - Safe harbor 401(k) » Profit sharing and money purchase » Defined benefit » 403(b) and 457(b) government and tax-exempt organizations - Safe harbor 403(b) - Common remitter services - Vendor account services » Nonqualified deferred compensation » Payroll services Divisional Sales Offices Our divisional sales offices are strategically located throughout the United States. The focus of our external offices is to assist employers and financial advisors develop the appropriate retirement program through individual consultation.

Sign up for free to view info

Email Format Employee directory