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CPI Qualified Plan Consultants, Inc.
Primary contact: Marketing
Telephone Number: 800-279-9915 x765
Contact Email
Email This Listing
Years in Business: 38 Years
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Address: 1809 24th St.
City: Great Bend
Home State: Kansas
Business States: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Indiana, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Zip Code: 67530
Website: www.cpiqpc.com
Plan Investments: Insurance Platform, Open Architecture, ETFs
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About Us:
Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration services to qualified and non-qualified defined contribution retirement plans. With corporate headquarters in Great Bend, Kansas, CPI has 20 offices located throughout the United States. CPI currently partners with the nation’s most prominent investment institutions and mutual fund companies to provide services to more than 3,700 retirement plan clients and their investment professionals. CPI is a wholly owned subsidiary of CUNA Mutual Group, a leading insurance and financial services organization. |
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DC Plans |
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Daily Valuation |
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Advisor Web |
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Tax Reporting |
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DB Plans |
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Proposal Support |
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Plan Design |
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Enrollment Kits/Fact Sheet |
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Non-Qualified Plans |
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E & O Insurance |
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Online Statements |
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Plan Sponsor Newsletters |
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Single Person Plans |
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Plan Sponsor Web |
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Compliance |
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Sales Support/Enrollment Consultants |
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