CPI Names Director of Broker-Dealer Relationships
GREAT BEND, KS, October 17, 2012 -- CPI Qualified Plan Consultants, Inc., a full-service retirement plan solutions company headquartered in Great Bend, Kansas, announced today that Bill Cavalier has accepted the position of Director of Broker-Dealer Relationships.
In a statement issued internally, CPI President Jon Prescott stated, "It is my pleasure to announce that Bill Cavalier has accepted the position of Director of Broker-Dealer Relationships. Bill's experience working with financial advisors and their retirement plan clients has given him a valuable understanding of the roles of the broker-dealer and financial advisor in the retirement plan industry. He will continue to be a strong voice for new services, new products, and helping retirement plan advisors grow their assets under management."
Mr. Cavalier has been with CPI since 1989, starting with CPI's then-fledgling flexible benefit department. In 1990, he was promoted to regional manager for CPI's southwestern territory. During his tenure on the sales team, Mr. Cavalier was responsible for opening regional sales offices in Arizona, Texas, Oklahoma, and Ohio. He has published numerous articles on flexible benefit administration topics and has taught marketing and sales management classes for the Barton Community College business program. Bill and his wife, Lola, make their home in Fayetteville, North Carolina.
CPI Qualified Plan Consultants
Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration 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.comŽ 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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