Products December 29, 2009
Wasatch Funds Added to CPI Platform
CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.
Reported by Rebecca Moore
Wasatch Funds is a boutique family of no-load mutual funds based in Salt Lake City, Utah, with more than $4 billion in assets, according to the announcement. Launched in 1986, the Wasatch family includes Small, Micro, Large, International, and Global funds.
The CPI platform offers defined contribution plan sponsors recordkeeping and administration services.
You Might Also Like:

Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.

John Hancock Retirement Announces Suite of Adviser-Centric Plan Solutions
The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.

John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.