Plan Sponsor Group Membership (PSGM)

A Plan Sponsor Group Membership is available only for organizations whose professionals hold a position of a plan sponsor. In this class, your organization names the 10 (20, or unlimited depending on Tier chosen) staff who will have access to the membership. A maximum of 5 (10 or 20)  of these named staff may register for the same activity at the member rate. Any additional staff (whether they are on the list or not) who wish to attend that same event would pay the non-member rate. This membership class allows for more employees from a plan sponsor organization to access CPBI activities at a reduced cost. This is a flexible and cost effective solution for plan sponsors. Please note the staff on the list may only be changed when the membership is renewed.

Choose the level of Plan Sponsor Group Membership that most fits your team size.


Tier 1

Tier 2

Tier 3

Number of Members

Up to 10 members

Up to 20 members


Spot at member’s price at CPBI activities




Access to National CPBI Webinars

Up to 10 members

Up to 20 members

All members registered

Access to CPBI members’ recognition events

Up to 10 members

Up to 20 members

All members registered

Complimentary FORUM registration

2 (+/- 1,600$ value)

4 (+/- 3,200$ value)

6  (+/- 4,800$ value)

Annual Fees (plus applicable taxes)





  • All members must hold a plan sponsor position within the organization interested in a group membership.
  • Members of Board of Trustees are considered plan sponsors.
  • The “employer” name has to be the same for all members registering under a Plan Sponsor Group Membership.

Read our CPBI Membership FAQ!

Call us at 514-288-1222 ext:223 or email us at [email protected] to set up your group membership!

Manage Your PSGM

PSGM Manager Login

Want to create a PSGM?