CPI Selected for LPL Financial Plus Program
GREAT BEND, KS, September 2, 2009 -- CPI Qualified Plan Consultants, Inc., (CPI) has been selected by LPL Financial to be one of their initial Retirement Plus Program partners. LPL Financial is the nation's largest independent broker/dealer supporting more than 12,000 financial advisers nationwide. The Retirement Plus Program supports LPL's increased focus on qualified retirement plan sales, such as 401k, 403(b) and defined benefit plans.
"We're thrilled to have CPI in our lineup," says Bruce Harrington, senior vice president of LPL Financial. "We looked at many providers, and CPI brings a strong combination of industry-leading service, adviser support and innovative products. They are a great partner to help our advisers grow their business."
Jon Prescott, CPI Chief Marketing Officer, echoes Harrington's excitement. "Partnering with the CUNA Mutual Group gave us some additional resources and capabilities that LPL found extremely valuable to their open architecture focus. Being selected by LPL as one of the Retirement Plus Program partners is a tremendous endorsement and opportunity," said Prescott. "We intend to partner with LPL advisers to greatly enhance their business."
CPI is a wholly owned subsidiary of CUNA Mutual Group, Madison, Wisconsin, a leading provider of financial services to credit unions and their members. Combined, they service more than 7,500 client organizations with assets under administration of more than $10 billion. CUNA Mutual Group acquired CPI earlier this year.
The providers selected for the Retirement Plus program are being announced at LPL's Focus '09 national conference being held this week in San Diego. CPI will serve the advisers with 13 Regional Offices and a home office based sales desk.
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 from its corporate offices in Great Bend, Kansas. With 13 regional offices located throughout the United States, CPI's consulting and production management staff has more than 270 combined years of experience in the retirement plan industry. 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 financial advisers. For more information about CPI services, visit www.cpiqpc.com or call 800.279.9916, extension 765.
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