CPI Opens Birmingham Office

Bosch will cover clients in Alabama and Tennessee and work with plan sponsors and their financial advisers to design and develop qualified and non-qualified retirement plan programs.  

Bosch has worked for 20 years with several large regional bank institutional trust groups in the southeast and has a background in business development, relationship management, investment advisory services, and retirement plan administration and earned the Certified Retirement Services Professional (CRSP) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association.  

In a statement, CPI, a third-party recordkeeping and administration company, says that with Bosch’s experience, plus a new location in Birmingham (in addition to two other offices in the southeast region), it will be able to provide “more consulting services to both plan sponsors and financial advisers in that area.”