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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