ABOUT CDM
CDM is a leading provider of open architecture retirement plan solutions designed to meet the needs of plan sponsors and their participants.
Over the years, CDM has built a distinguished reputation by committing to a high standard of performance in the following areas of retirement plan support:
- Retirement Plan Design & Documentation
In an ever-changing industry, it is imperative to understand plan design parameters and legislative issues that affect your retirement program. CDM offers the expertise and guidance to help your plan stay compliant and effective.
- Comprehensive Retirement Plan Administration
Through the CDM "Single Point of Contact" philosophy, your plan is assigned a CDM Plan Consultant who serves as your relationship manager, administrator, and daily contact. Your Plan Consultant will have in-depth knowledge of your plan through hands-on testing, administration, communication, and periodic evaluation. This approach offers plan sponsors the most comprehensive, personalized service.
- Daily Valuation Participant Record Keeping
CDM's sophisticated record keeping system provides plan sponsors and their participants with dependable, efficient information and transactional capabilities.
- Open Architecture Investment Flexibility and Diversity
CDM clients have the ability to select mutual funds from an open architecture platform - there are no proprietary requirements in any CDM product. This flexibility allows plan sponsors to assemble a customized, diverse menu for their retirement plan. In turn, plan participants are presented with investment menus that promote asset allocation and diversification. CDM also offers predetermined asset allocation portfolios, as well as "Target" or "Lifecycle" portfolios.
- Account Access
Through its comprehensive website, www.AccessCDM.com, CDM offers plan sponsors, participants, and financial advisors access to a wide array of custom reporting, account details, and transactional capabilities.
Plan participants also have access to CDM's automated Participant Service Center 24 hours a day, 7 days a week. The Service Center provides participants with automated balance, transaction, and loan modeling capabilities. Participants may opt out to speak with a call center professional between 9am and 5pm EST, Monday through Friday.
For demonstrations of account access capabilities via the Internet or telephone, please contact Chip Earle, Principal, at 800-539-6554 or at cearle@cdmretirement.com.
- Automatically Decreasing Fee Schedule
CDM is able to track a plan's overall assets and adjust applicable fees accordingly. As a plan grows, administrative fees assessed by CDM automatically decrease based on certain criteria. This automatic feature ensures that plan sponsors are paying competitive rates in line with the marketplace.
For more information about CDM and its services, please contact Chip Earle at 800-539-6554 or cearle@cdmretirement.com.
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