CPI Establishes Buffalo Consulting Office
GREAT BEND, KS, September 5, 2012 -- CPI Qualified Plan Consultants, Inc., a full-service retirement plan solutions company headquartered in Great Bend, Kansas, announced today that Sean Zent has accepted the position of retirement plan consultant, opening a new office in Buffalo, New York. As retirement plan consultant for upstate New York and western Pennsylvania, Mr. Zent will represent CPI with retirement plan sponsors and their financial advisors as they design and develop their qualified and non-qualified retirement plan programs. National Sales Director Bill Feldmaier commented, “Sean Zent has valuable experience and expertise with retirement plans and investments. We are happy to have him join the CPI team and are confident he will do an excellent job for the area.”
Sean Zent brings to CPI almost 15 years of expertise in the retirement and financial services industries. Most recently he was a principal in the Touchstone Retirement Group, LLC, developing and managing retirement plan business through independent Registered Investment Advisors (RIAs), Registered Representatives, third-party administrators and broker-dealers. Mr. Zent received his Bachelor of Arts degree in economics from Plattsburgh State University in Plattsburgh, New York. Mr. Zent and his wife Kristen make their home in Lake View.
Jon Prescott, CPI president, stated, "Sean Zent and the new Buffalo office allow us to enhance our focus in this important area of the northeastern United States. We are excited to be able to find the right person to open this first in a series of new consulting offices slated to be up and running by the end of 2013."
CPI Qualified Plan Consultants
Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administrative services for qualified and non-qualified defined contribution retirement plans, partnering with the nation's most prominent investment institutions and mutual fund companies. With corporate headquarters in Great Bend, Kansas, CPI has offices located throughout the United States. CPI and CUNA Mutual Group currently provide services to more than 8,000 retirement plan clients and their financial advisors. For more information about CPI, visit www.cpiqpc.com® or call 800 491 7859. CPI is a member of CUNA Mutual Group, a leading insurance and financial services organization based in Madison, Wisconsin.
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