About CPI Qualified Plan Consultants

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.

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Website
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Employees
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Industry
Financial Services
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Headquarter
1809 24th Street P. O. Box 1167,Great Bend,KS,US
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Founded
1972
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Keywords
Qualified Plan Administration

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Frequently Asked Questions about CPI Qualified Plan Consultants

Who is the CEO of CPI Qualified Plan Consultants?

Robert Dema is the CEO of CPI Qualified Plan Consultants. To contact Robert Dema email at [email protected]. Or you may call 620-793-6923

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