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Glossary of Retirement Terms

CPI Names VP for Central/Southeast Region

    

GREAT BEND, KS, November 20, 2012 -- CPI Qualified Plan Consultants, Inc., a full-service retirement plan solutions company headquartered in Great Bend, Kansas, announced today that Christina Gregory has accepted the position of divisional vice president for CPI's Central/Southeast Division As divisional vice president, Ms. Gregory will lead the sales strategies as well as the growth and development of six retirement plan consultants on the Central-Southeast Divisional team. With extensive experience in qualified retirement plans, Ms. Gregory will also represent the distribution of CPI solutions in Florida, helping financial advisors and plan sponsors drive our outcome based approach for their retirement plan benefit program. National Sales Director Bill Feldmaier commented, "Christina Gregory has the leadership qualities, experience and expertise needed to head up this division. Her knowledge of retirement plans, and investments brings great value to the team. We are excited to have Christina's long term commitment to our organization and successful track record of success recognized in this leadership role."

Ms. Gregory began her career at CPI in 2004, accepting the retirement plan consultant position for the state of Florida. The following year Ms. Gregory was promoted to regional manager, assuming responsibility for the sales team covering CPI's Southeastern Region, which included Florida, Georgia, Alabama, Mississippi, South Carolina, and Tennessee. Ms. Gregory began her career in the retirement plan marketing department at Pioneer Investments in Boston. Over the next six years, Ms. Gregory worked with CPI as the third party administrator for Pioneer's 401k product. Ms. Gregory received a bachelor's degree in government and law from Lafayette College in Easton, Pennsylvania. She has also earned the Qualified Pension Administrator (QPA) and Qualified 401k Administrator (QKA) designations from the American Society of Pension Professionals & Actuaries (ASPPA®). She and her family reside in Tampa, Florida.

CPI President Jon Prescott stated, "Christina Gregory has been part of the CPI team even before she joined our sales staff. She was a vital team member of the Pioneer Investments retirement plan marketing team beginning in the late 1990s and into the early part of the 2000s when (under the leadership of Marcy Supovitz) Pioneer Investments and CPI built a very successful book of 401k plans. Her continued leadership of our sales team in the central and southeastern U.S. plays an important part in our plans to expand our presence throughout the country. We are excited to have Christina accept this DVP position."

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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