New Name, New Focus for Former CPI Qualified Plan Consultants

‘CUNA Mutual Retirement Solutions’ Brings Outcome-Based Emphasis to Small-Plan Market

Business Wire


As more Middle Americans look for ways to save for and transition into a successful retirement, one Midwest financial company is turning its focus to help this often neglected market niche.

CUNA Mutual Group today announced the rebranding and newly targeted focus for its affiliate, CPI Qualified Plan Consultants, Inc., (CPI) which it acquired in 2009. CPI is now known as CUNA Mutual Retirement Solutions.

Widely known since 1972 in the intermediary market as a retirement plan record-keeper located in Great Bend, Kan., CPI’s new name helps to realign its overall purpose as a company focused on retirement outcomes for Middle Americans, according to Paul Chong, senior vice president of Retirement Plan Services for CUNA Mutual Group. While the organization has a new name and new look, the rebranding goes much further, he added.

“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 said.

The company’s parent, 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, which it has done for more than 50 years.

CUNA Mutual Retirement Solutions will build on the rich heritage and reputation of its parent. Just as CUNA Mutual Group’s focus has been on serving average Americans through credit unions, CUNA Mutual Retirement Solutions will focus on the small-plan market with assets ranging from $500,000 to $7 million.

“We’re not trying to be all things to all people,” Chong said. CUNA Mutual Retirement Solutions will partner with financial advisors to help small business owners and their employees prepare for retirement.

“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.”

What will differentiate CUNA Mutual Retirement Solutions is its singular focus on participant outcomes. The company’s tools, products, expertise and resources will be geared toward creating better retirement outcomes for that target market. This includes exclusive new retirement plan offerings that are designed for several tiers of flexibility for plan sponsors, as well as the participant online tool, known as RetireOnTarget®.

Chong cited RetireOnTarget as an online tool that makes it easy for participants to take action, make informed decisions and create a targeted plan for a secure retirement.

“For us, it’s innovation meeting reality. We’re excited about the platforms and resources we’re bringing that differentiate our organization. More importantly, we believe we can help financial advisors differentiate their services to win and retain in the retirement plan marketplace.”

Including CUNA Mutual Retirement Solutions, CUNA Mutual Group services nearly 7,000 retirement plans, with assets under administration of $17.4 billion and more than 335,000 participants.

The transformation of CPI into CUNA Mutual Retirement Solutions showcases CUNA Mutual Group’s expanding commitment to growing its retirement plan services business nationwide.

The small plan market offers tremendous growth opportunities in the next three to five years. “If I was an advisor, I’d want to partner with someone who is very specific about what market segment it serves and how it is different – an organization that has great people, higher client satisfaction rates and whose clients stick around,” Chong said.

More information is available at

CUNA Mutual Group
Phil Tschudy, 608.665.7188
Rick Uhlmann, 608.665.8940
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