According to CPI, the program provides assistance to financial advisers with identifying new clients, plan design analysis and consultation, and client presentation support through CPI’s 20 regional offices. It was designed to provide a low-cost, flexible, and transparent plan option for plan sponsors of all sizes.
CPI has partnered with several defined contribution investment only (DCIO) firms – including American funds, Franklin Templeton, Lord Abbett, and Invesco – to promote this new initiative through small regional events across the country.
“We are very pleased to announce our new strategic alliance relationship with CPI,” said Edward O’Neal, principal at Edward Jones. “The retirement plan business is a strong focus of Edward Jones, and the quality of our strategic partners is very important to us as we help our financial advisers have the product and resources they need to serve the plan sponsors in their communities.”