A free 401(k) plan? Sure, provided there is revenue sharing.
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
Special News: New Websites Coming Soon!
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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Should you really have to pay extra to have a certain fund family available in your 401(k) plan menu?
Testimonials / What Our Clients & Partners Say
- This is so exciting! Thank you to you and your team for making this transition so seamless. It provides peace of mind knowing we are in very capable hands and look forward to a long partnership.
- 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.