Products June 19, 2007
CPI Improves Web Sites
A Kansas third-party recordkeeping and administration company has unveiled a series of upgrades to its Internet sites for financial advisers, plan sponsors, and participants.
Reported by Fred Schneyer
According to a news release, the Internet changes by CPI Qualified Plan Consultants include:
- The look of CPI’s participant, plan sponsor, and financial adviser sites has been enhanced. The redesigned sites feature a new menu structure that makes it faster and easier to move from one area to another with a mouse click.
- Participant benefit statements and the Financial Analyzer available to participants on myretirementfuture.com are now available in Spanish. The Financial Analyzer, provided through MasteryPOINT, is called “Understanding the Basics of Retirement Investing.” Quarterly participant newsletters are also available in a Spanish version.
- Through CPI’s participant Internet site, participants can create instructions to automatically realign their account on a monthly, quarterly, or annual basis.
- On the plan sponsor site, users can see a history of each participant’s beneficiary changes as well as have the ability to export participant beneficiary information for a single participant or for all participants.
More information about the company is at www.cpiqpc.com.