Revenue Sharing – The Horse and Buggy of the Retirement Plan
A free 401(k) plan? Sure, provided there is revenue sharing.
Great news! CDM has been working for months on a significant upgrade to our recordkeeping platform that will provide many system enhancements including a new Plan Sponsor and new Participant website. The new Participant website will be very robust, and include a retirement monthly income projector, an in-depth retirement analysis tool, and “SmartPlan”- a series of step-by-step interactive videos designed to engage the participants in both the enrollment process and ongoing plan maintenance. The videos will be offered in both English and Spanish. The Plan Sponsor website will also undergo a significant refresh. We anticipate being ready to offer these new enhancements in mid-May. More information to follow!
CDM Retirement Consultants provides retirement plan recordkeeping, administration, consulting, compliance and participant services. In 2015, CDM joined forces with Northwest Plan Services. Together our firms deliver services to over 1,000 clients with 300,000 participants and over $24 billion in retirement savings. We are an independent organization and are not in the money management, investment advisory or trust business.
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It all starts with a conversation to understand each client’s history, goals, challenges and constraints. From there we can implement a plan that meets your specific needs.
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CDM operates with a unique “Single Point of Contact” philosophy. Every step of the process, from plan design to plan administration, is carried out by the Plan Sponsor’s own dedicated CDM Consultant.
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Once your new retirement plan is in place, CDM stands ready to serve as your ongoing resource for all aspects of plan administration.
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A free 401(k) plan? Sure, provided there is revenue sharing.
Should you really have to pay extra to have a certain fund family available in your 401(k) plan menu?