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Press Releases by Date  |   Press Releases by Company Name


CPI Qualified Plan Consultants, Inc.
Press Releases

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Date Headline
Feb. 5, 2013 Randy Fuss Earns Registered Corporate Coach Designation
Jan. 31, 2013 CPI Qualified Plan Consultants, Inc. Expands Field Sales Team
Jan. 29, 2013 CPI Qualified Plan Consultants, Inc. Patents Plan Audit System
Jan. 24, 2013 CPI Qualified Plan Consultants, Inc. Names Divisional Vice President for Western Division
Nov. 27, 2012 CPI Qualified Plan Consultants, Inc. Names Divisional Vice President for Northeast
Nov. 20, 2012 CPI Qualified Plan Consultants, Inc. Names Divisional Vice President for Central/Southeast
Oct. 17, 2012 CPI Names Director of Broker-Dealer Relationships
Sept. 5, 2012 CPI Qualified Plan Consultants, Inc. Establishes Consulting Office in Buffalo, New York
Aug. 21, 2012 CPI Announces New Divisional Alignment for Sales Team
July 19, 2012 Sentinel Investments Added to CPI Retirement Platform
May 31, 2012 ING Mutual Funds Added to CPI Retirement Platform
May 22, 2012 NAPA Names CPI Institutional Sales Exec as Chair of Membership Development Committee
May 15, 2012 CPI Names Senior Manager for Internal Sales
Apr. 19, 2012 Vicki Keffer Accepts Consulting Position With CPI Qualified Plan Consultants, Inc.
Apr. 17, 2012 First Trust Funds Added to CPI Retirement Platform
Apr. 12, 2012 CPI President Named to CIkR Board
Mar. 20, 2012 Alta Trust Funds Added to CPI Retirement Platform
Mar. 13, 2012 Jon L. Prescott Named President of CPI Qualified Plan Consultants, Inc.
Mar. 1, 2012 Fee Disclosure Presents Opportunity to Solidify Client Relationships
Feb. 27, 2012 408(b)(2) Affects Sponsors and Advisers Alike - Bradford Campbell Examines the Finally Final Regulations at the 2012 CPI Retirement Academy
Jan. 25, 2012 CPI Qualified Plan Consultants, Inc. Launches Rebranded Corporate Website
Dec. 13, 2011 Retirement Industry Leaders Focus on Future Growth
Nov. 29, 2011 Randy Fuss Named Practice Management Consultant at CUNA Mutual Group
Nov. 22, 2011 CPI Doubles Its Fleet of iPads for Enrollment Meetings
July 13, 2011 Edward Jones and CPI Announce Competitive New 401(k) Program
Apr. 28, 2011 Christy Hopkins Accepts Denver Retirement Plan Consultant Position With CPI Qualified Plan Consultants, Inc.
Apr. 19, 2011 CPI Hosts Chicago Retirement Academy Conference
Apr. 5, 2011 Westcore Funds Added to CPI Retirement Platform
Feb. 10, 2011 CPI Qualified Plan Consultants, Inc. Establishes Consulting Office in Phoenix, Arizona
Feb. 8, 2011 Frank Moore Joins CPI Qualified Plan Consultants, Inc.
Jan. 6, 2011 CPI Qualified Plan Consultants, Inc. Hosts 2010 Executive Roundtable
Dec. 14, 2010 CPI Presents First Retirement Academy Conference
Nov. 16, 2010 Exchange Traded Funds Added to CPI Retirement Platform
Oct. 26, 2010 Additional Fixed-Interest Option from VALIC Added to CPI Retirement Platform
Sept. 22, 2010 CPI Introduces Investment Fiduciary Protection Program
Sept. 15, 2010 Delaware Investments Mutual Funds Added to CPI Retirement Platform
Aug. 31, 2010 The Bancorp Bank Master Demand Account Added to CPI Retirement Platform
Aug. 25, 2010 CPI Qualified Plan Consultants, Inc. Opens Birmingham, Alabama Consulting Office
Aug. 10, 2010 David Jurczak Joins CPI Qualified Plan Consultants, Inc.
July 22, 2010 Parnassus Funds Added to CPI Retirement Platform
June 24, 2010 The Payden Mutual Funds Added to CPI Retirement Platform
Dec. 29, 2009 Wasatch Funds Added to CPI Retirement Platform
Nov. 23, 2009 CPI Opens Consulting Office for the Tri-State Area
Nov. 17, 2009 CPI Opens Consulting Office Covering Michigan and Wisconsin
Sept. 2, 2009 CPI Selected For LPL Financial Retirement Plus Program
July 23, 2009 Huntington Mutual Funds Added to CPI Retirement Platform
June 30, 2009 CPI Qualified Plan Consultants Launches 2009 Marketing Strategy Targeting Fee-Based Adviser Retirement Channel
June 24, 2009 CUNA Mutual Group Acquisition Doubles Retirement Business
June 9, 2009 CPI Creates Program for Same-Day Investment of Payroll Contributions
May 13, 2009 CPI Qualified Plan Consultants, Inc. and Gatekeeper Administration and Consulting, LLC Announce Merger of Operations
Apr. 16, 2009 Aberdeen Funds Added to CPI Retirement Platform
Feb. 26, 2009 Allegiant Funds Added to CPI Retirement Platform
Dec. 18, 2008 CPI Introduces The Auditor's Toolbox
Nov. 20, 2008 CPI Common Remitter Services Introduces CRS PDQ
Oct. 30, 2008 The Royce Funds Added to CPI Retirement Platform
Oct. 2, 2008 Dreyfus Mutual Funds Added to CPI Retirement Platform
June 19, 2008 CPI Names National Director of Broker Dealer Relationships
Mar. 4, 2008 RiverSource Mutual Funds Added to CPI Retirement Platform
Feb. 6, 2008 Summit Mutual Funds Added to CPI Retirement Platform
Jan. 17, 2008 CPI Qualified Plan Consultants, Inc. Announces Creation of CPI Common Remitter Services Division
Dec. 18, 2007 Perritt Funds Added to CPI Retirement Platform
Dec. 12, 2007 Navellier Funds Added to CPI Retirement Platform
Nov. 27, 2007 Stephens Funds Added to CPI Retirement Platform
Nov. 6, 2007 Tamarack Funds Added to CPI Retirement Platform
Oct. 23, 2007 CPI Opens Boston Consulting Office
June 26, 2007 Old Mutual Capital Added to CPI Retirement Platform
June 19, 2007 CPI Qualified Plan Consultants, Inc. Announces Enhancements to Participant Internet Site
June 12, 2007 CPI Qualified Plan Consultants Adds Wells Real Estate Funds
Jan. 9, 2007 CPI Opens Seattle Consulting Office
June 27, 2006 CPI Qualified Plan Consultants Adds Henderson Global Funds to Retirement Platform
May 23, 2006 CPI Qualified Plan Consultants Adds American Independence Funds to Retirement Platform
May 17, 2006 CPI Qualified Plan Consultants Adds Gartmore Funds to Retirement Platform
May 12, 2006 CPI Qualified Plan Consultants Adds John Hancock Funds to Retirement Platform
May 2, 2006 CPI Qualified Plan Consultants Adds Heritage Funds to Retirement Platform
Mar. 21, 2006 Ivy Mutual Funds Added to CPI Retirement Platform
Mar. 14, 2006 Alger Funds Added to CPI Retirement Platform
Mar. 7, 2006 CPI Announces New Director of Broker Dealer Relationships
Mar. 2, 2006 Seligman TargetHorizon ETF PortfoliosSM Added to CPI Retirement Platform
Feb. 28, 2006 CPI Names Manager of Payroll Division
Feb. 22, 2006 CPI Announces Payroll Division
Jan. 17, 2006 Pacific Life Funds Added to the CPI Retirement Plan Platform
Jan. 12, 2006 For Immediate Release: CPI Announces Retirement Plan Consultant for Chicago Area
Dec. 20, 2005 CPI Adds AIG VALIC Guaranteed Fixed-Interest Option To Retirement Plan Platform
Nov. 29, 2005 CPI Provides Roth Deferral Contribution Option To Plan Sponsors
Nov. 3, 2005 CPI Adds to Spanish Materials with the Introduction of a Spanish Web Site
Sept. 21, 2005 CPI Introduces AdviserSelect - The Answer to Full Fee Disclosure
Sept. 1, 2005 CPI Opens Kansas City Consulting Office
Aug. 11, 2005 CPI Opens Atlanta Consulting Office
Aug. 9, 2005 VALIC Introduces New 401(K) Platform - AIG VALIC SPECTRUM SM 401(k) Offers Best of Both Worlds
Aug. 2, 2005 CPI Announces New Regional Manager for Southeastern United States
May 12, 2005 New CPI Services Help Investment Professionals Manage Mutual Fund Short-Term Redemption Fees
Apr. 14, 2005 More Investment Options Translates Into More Competitive Customer Service
Apr. 7, 2005 CPI Opens Cincinnati Consulting Office
Feb. 15, 2005 CPI Provides Financial Consultants a Management Tool with the Potential to Triple Assets Under Management
Jan. 26, 2005 CPI Enhances Plan Sponsor Internet Site with Conversion Status Features
Jan. 13, 2005 CPI Announces New Management Position for Enhanced Services to Broker Dealers and Wirehouses
Nov. 18, 2004 Lifetime Achievement Fund Added to CPI Retirement Plan Platform
Nov. 9, 2004 Plan Sponsors and Participants Gain Advantage with Latest CPI Internet Enhancements
Sept. 21, 2004 American Century Joins CPI Gold Partner Retirement Plan Platform
Sept. 8, 2004 CPI Expands to Ten Regional Offices with the Opening of Tampa, Florida Consulting Office
Aug. 30, 2004 Putnam Investments Joins CPI Platinum Partner Retirement Plan Platform
Aug. 25, 2004 Plan Sponsors Gain Advantage with New CPI Offering CPI - Envisage Team Enhances Plan Sponsor Web
Aug. 11, 2004 CPI Opens San Diego Consulting Office
Aug. 4, 2004 OppenheimerFunds, Inc. Joins CPI Platinum Partner Retirement Plan Platform
 
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