CPI Qualified Plan Consultants, Inc.

CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration services to qualified and non-qualified defined contribution retirement plans since 1972. With corporate headquarters in Great Bend, Kansas, CPI has 20 offices located throughout the United States. CPI currently partners with the nation’s most prominent investment institutions and mutual fund companies to provide services to more than 4,000 retirement plan clients and their investment professionals. For more information about CPI, visit www.cpiqpc.com or call 800-279-9916, extension 765. CPI is a wholly owned subsidiary of CUNA Mutual Group, a leading insurance and financial services organization.

 


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Guest

Jon L. Prescott
Chief Marketing Officer
CPI Qualified Plan Consultants
Jon Prescott is the Chief Marketing Officer at CPI Qualified Plan Consultants, Inc. Mr. Prescott is responsible for CPI’s Marketing & Sales division which consists of 16 regional consulting offices as well as home office staff specializing in Marketing and Internal Sales. Jon joined CPI in 1987 and was promoted to VP of National Sales before assuming his current duties in 2004. During this time, he led CPI’s growth from a small regional firm in Kansas with 487 clients and $120 million in plan assets under administration to over 4,000 clients and $5.4 billion in plan assets under administration. Prior to joining CPI, he held personnel management, sales management, general management and executive positions for service, wholesale and retail corporations. Jon has addressed numerous professional groups on various topics, including 403(b)(7) Plans, 401(k) Plans and 125 Cafeteria Plans. He also authored and moderated a continuing education program on tax-favored employee benefits for insurance and investment professionals. Mr. Prescott authored an article for the Journal of Pension Benefits, addressing the compliance areas most commonly ignored by employers regarding 125 Cafeteria Plans. He was also was featured in a PlanAdviser magazine article discussing the new 403(b) regulations. Jon Prescott is a Fort Hays State University graduate with Bachelor of Science Degrees in Marketing and Finance.

For more information, call 800-279-9916 ext.132 or email: jon.prescott@cpiqpc.com


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