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

What We Do

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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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