FINANCIAL ADVISOR FAQS
Q: What type of support does CDM offer financial advisors?
A: CDM gives financial advisors access to value-added resources including customized enrollment kits, marketing/education campaigns, comprehensive investment reviews, and other effective servicing tools. Financial advisors also have access to educational resources designed for participants, and have the ability to learn more about a plan's participant and asset base through access to a state-of-the-art website.
A CDM Plan Consultant serves as the advisor's daily contact throughout the life of the plan, and helps make sure that the plan is operating effectively.
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Q: Do financial advisors have access to fund families that are not listed on the CDM website?
A: Yes. CDM offers open architecture, through which all Defined Contribution Clearing & Settlement (DCC&S) funds are available, subject to a custom quote.
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Q: What share classes are available for the mutual fund families in CDM products?
A: CDM pricing is based on certain share classes in each mutual fund family. However, CDM can accommodate most share classes, subject to a custom quote. For a complete listing of standard shares classes available in CDM products, please contact Chip Earle, Principal, at 800-539-6554 or cearle@cdmretirement.com.
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Q: Does CDM offer model asset allocation portfolios?
A: Yes. Plan sponsors, in conjunction with their plan's financial advisor, can design model portfolios based on the mutual funds available in their plan. In addition to these model portfolios, CDM offers access to numerous "lifestyle" or "target" portfolios.
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Q: Can CDM accommodate a fee-based pricing structure?
A: Yes, CDM has the ability to provide services through a fee-based pricing model. Please contact Chip Earle, Principal, at 800-539-6554 or cearle@cdmretirement.com to discuss this approach.
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