New Name, New Focus for CPI Consultants

CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.

CPI Qualified Plan Consultants is now known as CUNA Mutual Retirement Solutions, giving up the name it’s carried in the intermediary market as a retirement plan recordkeeper and service provider since 1972, the firm says. Paul Chong, senior vice president of retirement plan services for CUNA Mutual Group, says the new arrangement helps realign the overall purpose of the company to support small-market clients’ retirement outcomes.

“A brand is much more than a name or logo, and today we are redefining CUNA Mutual Retirement Solutions by creating a new focus on participant outcomes, emphasizing the retirement aspirations of hard-working Americans nationwide and reinforcing the value of our expertise,” Chong says.

The company’s parent firm, CUNA Mutual Group, will continue to serve the financial needs of credit unions and their members, including the provision of qualified and non-qualified retirement plans for credit union employees.

CUNA Mutual Retirement Solutions will build on the reputation of its parent company within the small-plan market, the firm says, focusing on business from plans with between $500,000 and $7 million in assets. The new model will drive collaboration between CUNA and financial advisers to help small business owners and their employees achieve retirement readiness, Chong says.

“We’re not trying to be all things to all people,” he adds. “Our focus is to help Main Street, not Wall Street. By that, we mean serving small businesses that truly care about their employees and want to help them build and enjoy a successful retirement.”

The company’s tools, products, expertise and resources will be geared toward creating better retirement outcomes for that target market, the firm says. This includes new retirement plan offerings that are designed for flexibility for plan sponsors, as well as an online participant tool set, known as RetireOnTarget.

Chong describes RetireOnTarget as an online tool that makes it easier for participants to make informed investment decisions and create a targeted plan for a secure retirement.

“We’re excited about the platforms and resources we’re bringing that differentiate our organization,” Chong says. “More importantly, we believe we can help financial advisers differentiate their services to win and retain in the retirement plan marketplace.”

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