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Rating:Heritage Funds Added to Retirement Platform Not Rated 2.3 Email Routing List Email & Route  Print Print
Wednesday, May 03, 2006

Heritage Funds Added to Retirement Platform

Reported by Marie Glancy

The Heritage Family of Funds are the latest products to be offered on the platform of CPI Qualified Plan Consultants, a Great Bend, Kansas-based TPA undergoing an ongoing expansion of its fund selection. Since January CPI has partnered with The Ivy Funds, Seligman Advisors, Pacific Life, and Fred Alger Management.

Spokesperson Cheri Moeder said CPI's partnerships grow out of the firm's receptiveness to suggestions. "A lot of times, as we develop other relationships -- with broker-dealers, with wire houses, or client relationships -- we get specific requests [to add certain funds], and as far as we are able to respond to them we are more than happy to do so," she said. 

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