Cpi Qualified Plan Consultants
Office phone +1 620-793-****
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Homepage http://www.cpiqpc.com
LinkedIn Profile https://linkedin.com/company/cpi-q***lan-consu***
HQ Location
United States , Great Bend1809 24th Street P. O. Box 1167 Great Bend, KS 67544 United States
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) gove
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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