Monthly Archives: March 2017

22 Mar

Financial Wellness Meets 401(k)

Financial Wellness is one of the most pervasive topics in the retirement industry today. The reality is that many employees may not be able take full advantage of their retirement plan due to other demands on the paycheck.  More broadly, financially stressed workers are not good for business.  Recordkeepers and third party service providers have

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07 Mar

Here We Grow Again! – CDM Welcomes Sean Powell

In their ongoing effort to further serve the financial advisor community, CDM Retirement Consultants and Northwest Plan Services have added to their team of sales professionals. Sean Powell joins CDM and Northwest Plan Services working with advisors and consultants on the East Coast and comes with over 15 years of industry experience. Sean has experience on both sides of the aisle, having worked as both a financial advisor and a retirement plan sale professional.

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