Category Archives: Uncategorized

01 Nov

MEPs & PEPs – Getting to Know You!

The history, structure, current status and growth potential of open MEPs and PEPs are expertly dissected in a recent Pete Swisher article in Plan Consultant magazine. Legislation to allow some form of the open multiple employer plan (MEP) is very likely to pass sooner rather than later, so it behooves all advisors and consultants to

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17 Sep

CDM Makes Debut on 2015 PlanSponsor RK Survey

The 2015 Plan Sponsor Recordkeeping Survey ranks CDM Retirement Consultants as the 12th largest independent, non-advisory defined contribution recordkeeper with $1.9 billion in client assets on our platform. Though there are larger providers, most are mutual fund or insurance companies who sell their own investments. CDM is a non-producing, open architecture recordkeeper and administrator of

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26 Aug

401(k) Plan Education by Way of Gamification

While at a recent 401(k) industry conference, I had the pleasure of attending Gabe Zichermann’s session on gamification. While I am familiar with the concept of gamification, I was intrigued by the direction the session took. Mr. Zichermann was very successful in ensuring his keynote speech was highly relevant to the retirement planning industry and

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01 May

Bradford Campbell of Drinker Biddle speaks on Newly Proposed DOL Fiduciary Rule

Last week, CDM Retirement Consultants and Northwest Plan Services participated in a panel discussion event, hosted by John Hancock and featuring Bradford Campbell, Esq from the law firm of Drinker Biddle.  Brad is the former Assistant Secretary of Labor for Employee Benefits and former head of the Employee Benefits Security Administration.  He is a nationally-recognized

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12 Feb

DOL Audits – who has your back?

Recently, the DOL reported the results of its investigations during FY 2014. In short, 2,541 of the 3,928 civil investigations, or 64.7%, resulted in almost $600 million in recoveries or other corrective actions. This underscores the importance of hiring qualified experts to provide you with advice and services related to your retirement plans. The rules

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