Scaleable retirement CPI Qualified Plan Consultants administers retirement plans nationwide with assets under administration around 14 billion and a large client base, signaling upsell opportunities to mid-sized to large employers seeking enhanced recordkeeping, plan administration, and compliance services.

Integrated partner As a long-standing partner with CUNA Mutual Group, CPI has established credibility and distribution channels that can be leveraged to cross-sell additional financial services or insurance solutions to existing retirement plan clients and their advisors.

Diversified plans CPI supports a broad suite of plans including 401(k), defined benefit, 403(b), 457(b), and nonqualified deferred compensation, presenting cross-sell potential to clients considering plan design enhancements, safe harbor testing, and payroll or vendor account services.

Regional reach With divisional sales offices across the United States, CPI has local presence to engage employers and financial advisors in multiple regions, enabling targeted outreach for regional growth and expansion in underpenetrated markets.

Tech modernization Current tech stack leveraging jQuery and Google Analytics suggests modernization opportunities; selling upgraded client portal, data analytics, automated reporting, and enhanced user experience could address efficiency and accuracy goals for plan sponsors.