CPI Names Cavalier B/D Relationships Director

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.