Jurczak will represent CPI with retirement plan sponsors and their financial advisers as they design and develop their qualified and non-qualified retirement plan programs.
According to the announcement, Jurczak has spent 15 years in the financial services industry, working with large mutual fund companies, independent broker-dealers, small registered investment advisory groups, as well as independent representative firms. Most recently he served as business development director of 401(k) accounts for a regional independent financial planning firm.
A graduate of Allegheny College with a bachelor’s degree in economics, Jurczak earned his MBA from the University of Colorado.
More about the company is at http://www.cpiqpc.com.
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