A CPI news release said the combined companies intend to provide CPI Common Remitter Services through a newly organized operations division under the management of Theresa Leiker, Manager of Government and Tax Exempt Services at CPI. The deal is expected to be finalized no later than July 31, 2009.
According to the announcement, as Director of Retirement Consulting Services for Public Educators, Tamara M. Middleton, President/CEO of Gatekeeper, will be establishing a new CPI consulting division to focus on 403(b) and 457 plans within the public education sector.
The CPI 403(b) Gatekeeper Services will feature multiple service levels that will allow plan sponsors to decide how much or how little daily involvement they will have with the administrative aspects of their 403(b) retirement plans.
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