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!

What We Do

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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Our Approach

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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Dedicated Consultant

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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ICON-HANDS

Our Services

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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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.
    Plan Sponsor, Camp Hill, PA
  • 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.
    Plan Sponsor - Camp Hill, PA
  • 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.
    Plan Sponsor - Philadelphia, PA
  • 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.
    Plan Sponsor - Kelispell, MT