General Info

Founded in 1972, CPI Qualified Plan Consultants is a third-party administrative company that offers flexible benefit plans. It provides payroll and retirement planning systems. The company offers information on profit sharing, money purchase, government and tax plans. CPI Qualified Plan Consultants conducts surveys and also provides retirement planning tools. It additionally works in coordination with Schwab Retirement Technologies and Actuarial Systems Corporation to provide recordkeeping services. The company offers Microsoft operating systems, databases, Web servers and storage area networks that provide data retrieval solutions. It provides double advantage safe harbor and permitted disparity formula plan design techniques. CPI Qualified Plan Consultants allocates contributions for selected groups. The company is a member of the American Society of Pension Professionals and Actuaries and the American Institute of Certified Public Accountants.