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.
The CPI platform offers defined contribution plan sponsors recordkeeping and administration services.
You Might Also Like:
Victory to Acquire Amundi’s $104B U.S. Division
The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the...
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
401(k) World: DCIO Managers Adjust to Fee Pressures
The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...