The 401(k) has come a long way in a short time and continues to head
We Handle The Boring Stuff
Retirement Plan Recordkeeping & Administration
Clients Don't Like Surprises
We Provide Hassle Free 401k Administration
We Are Obsessed With Counting Pennies
Keeping Clients' Accounts in Balance Since 1998
We provide retirement plan recordkeeping, administration, consulting, compliance and participant services to over 500 companies with 40,000 participants and $2 billion in retirement savings. We are an independent firm and are not in the investment advisory or trust business.
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ERISA and the Code prohibit fiduciary advisers from receiving compensation based on their investment
Testimonials / What Our Clients & Partners Say
- I'm so glad that we are staying with CDM. You guys are fantastic . . . pat yourself on the back. You do a fabulous job and keep us all in tow.
- It’s so refreshing to deal with such a clearly competent person! You have made this process move along with ease during every step of the way. You’ve certainly been an asset to CDM, and have really demonstrated how professional and helpful CDM can be. It is most appreciated.
- I have to tell you that your customer service/response time is absolutely amazing and enviable. I only wish that I could provide such a high level of service so consistently. Thank you again.
- Thanks again for all your help this year, it was a pleasure dealing with you. CDM is my favorite TPA, and I’m not just saying that. There are some providers that we have so many headaches with, people I can’t get to even return an email or a phone call, and with you it’s always so easy. It makes my job so much easier and the audit goes so much smoother, so thank you.