CPI Broadens Its Platform

Third-party administrator CPI Qualified Plan Consultants, Inc. has added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.

According to the firm, the addition of the Alta Trust collective investment trusts furthers its goal of providing choice and enhanced flexibility to financial advisers and their defined contribution plan sponsor clients, as well as retirement plan participants.

Alta Trust acts as a trustee for collective investment funds with offices in Sioux Falls, South Dakota, Federal Way, Washington and Lone Tree, Colorado.

Hung Tran writes for Money Management Executive.

 

 

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