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CPI Qualified Plan Consultants, Inc. patents Plan Audit System

U.S. Patent Office Grants Patent 8,355,964 to the Auditor’s Toolbox® Process

CPI Qualified Plan Consultants, Inc. today announced that the U.S. Patent office has granted patent 8,355,964 to CPI’s Auditor’s Toolbox process. The brainchild of former CPI CEO, Robert J. Dema, the Auditor’s Toolbox brings together, online and in one central location, all of the information an auditor needs in order to complete the audit required for qualified plans with more than 100 eligible employees. This information includes, but is not limited to: the applicable SSAE16 audit reports, plan documentation, website data, transaction detail, financial statements, and detailed information on the plan’s loan program ...


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