CPI Opens Boston Consulting Office
GREAT BEND, KS, October 23, 2007 -- CPI Qualified Plan Consultants, Inc. a third party recordkeeping and administration company headquartered in Great Bend, Kansas, announced today that Mickie Morley has accepted the Retirement Plan Consultant position in the newly created Boston, Massachusetts office. Ms. Morley will serve not only Massachusetts, but Rhode Island, eastern New Hampshire, and southern Maine, as well. As Retirement Plan Consultant, Ms. Morley will represent CPI with retirement plan sponsors and their investment professionals as they design and develop their qualified and non-qualified retirement plan programs.
Ms. Morley's career spans nine years in the financial services industry in sales and management. Mickie attended Keene State College in Keene, NH, and Salem State College in Salem, MA. She and her husband reside in Ipswich, MA.
In a joint statement from Kendall Chance, National Sales Director, and Fred Castagnola, Regional Manager for CPI's Northeastern Region, Mr. Castagnola commented, "Mickie's presence in the area will give us the ability to focus on Boston and the Northern New England area, providing better service to both plan sponsors and investment professionals." Mr. Chance stated, "Mickie's experience in the financial industry gives her a valuable insight into retirement plan consulting. We are very excited to have her join the CPI sales team and are confident she will do an excellent job for the region."
CPI Qualified Plan Consultants, Inc.
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 13 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 3,000 retirement plan clients and their investment professionals. For more information about CPI, visit www.cpiqpc.com or call 800-279-9916, extension 765.
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