Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products September 22, 2010
CPI Unveils Investment Fiduciary Product
CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP).
Reported by PLANADVISER Staff
A news release said Sunlin Consulting Investment Advisory Services is the investment manager for the program.
CPI Chief Marketing Officer Jon Prescott said Sunlin pairs fiduciary protection with the choice of 60 fund options. “Rather than providing a fiduciary warranty with numerous caveats or a set menu, Sunlin actually assumes fiduciary responsibility as defined in ERISA sections 3(38) and 3(21)(A)(ii) – in writing – with regard to the plan’s investments,” Prescott explained in the news release.
More information about Sunlin is at http://www.sunlin.biz/. More information about CPI is at www.cpiqpc.com.
You Might Also Like:
AT&T Fee Lawsuit Could Reach Supreme Court Next Year
Industry groups asked the Supreme Court to resolve an ERISA-related appeals court split.
Retirement Security Proposal Addresses ‘Significant Gaps,’ EBSA Official Says
PLANADVISER interviewed Tim Hauser of EBSA on the retirement security proposal.
10 Questions for Advisers To Ask When Brand Building
Rebecca Hourihan, founder of 401(k) Marketing, shares how to attract clients through personal branding.