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Rating:Stephens Funds Lands Retirement Distribution Deal Not Rated 3.1 Email Routing List Email & Route  Print Print
Tuesday, December 04, 2007

Stephens Funds Lands Retirement Distribution Deal

Reported by Erin Kello

Stephens Funds has landed a distribution deal with CPI Qualified Plan Consultants, Inc., a third party recordkeeping and administration company headquartered in Great Bend, Kansas. The funds that will be available on the platform are the Stephens Small Cap Growth Fund and the Stephens Mid Cap Growth Fund.

In the future, Stephens would like to expand it's distribution to other retirement platforms and wirehouses as its funds get longer track records, Pat White, director of sales and marketing at Stephens, told the MFWire.

In addition to CPI's platform, Stephens Funds are also on the platforms of Ascensus (formerly known as Bisys), Diversified Investment Advisors, BTAH and July Business Services.  

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