October 17, 2012
--- Bill Cavalier was promoted to director of broker/dealer relationships
at CPI Qualified Plan Consultants Inc. ---
Cavalier has been with CPI since 1989, starting with CPI’s
then-fledgling flexible benefit department. In 1990, he was promoted to
regional manager for the firm’s southwestern territory. During his tenure on
the sales team, Cavalier was responsible for opening regional sales offices in
Arizona, Texas, Oklahoma and Ohio. He has published numerous articles on
flexible benefit administration topics and has taught marketing and sales
management classes for the Barton Community College business program.
“Bill’s experience working with financial advisers and their
retirement plan clients has given him a valuable understanding of the roles of
the broker/dealer and financial adviser in the retirement plan industry,” said
Jon Prescott, president of CPI. “He will continue to be a strong voice for new
services, new products, and helping retirement plan advisors grow their assets
under management.”
CPI Qualified Plan Consultants Inc., with headquarters in Great
Bend, Kansas, provides recordkeeping and administration services for qualified
and non-qualified defined contribution retirement plans.
Jill Cornfield