The history, structure, current status and growth potential of open MEPs and PEPs are expertly
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.
See Our Full List of Services
To be sure, fees are one of the most ubiquitous topics in the retirement plan
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.