Products November 16, 2010

CPI Adds ETFs to Platform

CPI Qualified Plan Consultants, Inc. is adding exchange-traded funds  (ETFs) to its retirement platform.
Reported by

Jon Prescott, CPI’s Chief Marketing Officer, said that financial advisers and their retirement plan clients now have access to more than 800 ETFs on the CPI platform, trading in a T+1 environment.   

“We’re pleased to include ETFs on our platform,” he said in the announcement. “We are committed to providing depth, choice and enhanced flexibility on our platform. The addition of exchange-traded funds furthers that ongoing commitment.”  

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CPI is a third-party recordkeeping and administration company headquartered in Great Bend, Kansas.
Deals & People November 16, 2010

Goldleaf Partners Announces Expansion

Goldleaf Partners is expanding its Regional Sales and Service Center in its Twin Cities Office and is hiring John Selander as Client Relationship Manager.
Reported by

The firm has opened an office in Bloomington, Minnesota. The location is home to the upper Midwest Sales staff, the Consulting and Corporate ERISA Attorney staff and the Employee Benefits Administrative staff. 

Selander will be responsible for developing and maintaining relationships with Goldleaf Partners clients and financial advisers, compliance testing, government filings, and all year-end reports for the client’s retirement plan.  

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According to the announcement, Selander joins Goldleaf Partners with over 12 years of defined contribution retirement plan administration experience. His background includes consulting on plan design, implementation, conversion and administration of defined contribution plans. Selander graduated from the University of Minnesota.

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