CPI Adds First Trust Funds to Plan Platform

By Tara Cantore | April 17, 2012

April 17, 2012 ( - CPI Qualified Plan Consultants, Inc., added collective investment funds (CIFs) and exchange-traded funds (ETFs) to its retirement plan platform.  

The funds are advised by First Trust Advisors LP. (First Trust). The addition of these funds will provide depth, choice and enhanced flexibility to financial advisers and their defined contribution plan sponsor clients, as well as retirement plan participants.

“We are seeing a rapidly growing demand for non-mutual fund investment alternatives,” said John Daly, vice president of 401(k) investments at First Trust.” .”