PLAN PARTICIPANT FAQS
Q: How do I access my retirement account information?
A: You may access your account via the telephone or the Internet. Please note that you need a PIN and Password combination in order to access your personal account information. If you do not know your PIN number, please contact CDM at (888) 203-4015.
- Via the Telephone: Dial (888) 203-4015 to access your account via an automated Participant Service Center. If you wish to speak with a customer service representative, you may opt out of the automated system between 9am and 5pm EST, Monday through Friday.
- Via the Internet: Go to www.AccessCDM.com in order to access your account online. Choose the "AccessParticipant" icon to view your account, initiate transactions, calculate your personal total rate of return, and access many other important features.
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Q: What is CDM's role in my retirement plan?
A: There are essentially 3 components to your organization's retirement plan operation:
- The "plan sponsor." Your employer is the plan sponsor. That is, your employer sponsors a retirement plan through which you can accumulate tax-deferred savings for retirement.
- The financial advisor. Your employer has selected an individual or team of individuals to help plan participants, such as yourself, select the appropriate mix of investment options for your account. The plan's financial advisor also helps your employer select the investments offered through the plan.
- The "third party administrator." CDM provides what are known as record keeping and administration services on behalf of employer-sponsored retirement plans. Account reconciliation, plan testing, and other requirements are all overseen by CDM.
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Q: Who can assist me with investment-related questions regarding my retirement account?
A: Your plan's financial advisor can help you select an appropriate mix of investment options that best meet your personal goals and objectives. Please contact your Human Resources representative to obtain contact information for your plan's advisor.
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