OUR SERVICE PROVIDERS
CDM's reputation for professional service is not only the product of our dedication to clients. It is also the result of the service provided by organizations we choose to support us in the delivery of outstanding service.
The following list of service providers is proof of CDM's commitment to high quality retirement plan support.
Charles Schwab Corporate Services offers retirement plan services including recordkeeping and related services through Schwab Retirement Plan Services, Inc., proprietary retirement plan recordkeeping systems through Schwab Retirement Technologies ®, trustee and custodial services through The Charles Schwab Trust Company, and the Schwab Personal Choice Retirement Account® (PCRA) (self-directed brokerage account through Charles Schwab & Co., Inc.). These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.
The Charles Schwab Corporation (NYSE:SCH), through Charles Schwab & Co., Inc. (Member SIPC/NYSE), U.S. Trust Corporation, CyberTrader, Inc. (Member SIPC/NASD) and its other operating subsidiaries, is one of the nation's largest financial services firms.
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About MG Trust Company, LLC
A wholly owned subsidiary of Matrix Financial Solutions, MG Trust provides custodial, trust and/or cash agent services for approximately 28,000 plan accounts and more than $28 billion in assets. MG Trust supports third-party administrators who desire a trust organization committed to providing outstanding customer service for its plan customers. MG Trust is also a trust member of the National Securities Clearing Corporation. For more information, visit us online at www.matrixfinancialsolutions.com.
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By way of its Enveritus suite of software products Envisage Information Systems equips retirement plan administrators with the technology required to provide superior web-based experiences for plan sponsors, plan participants, financial consultants and themselves. Progressive TPA firms employ Enveritus technologies to deliver proven solutions to their external clients and vendors. Additionally, Envisage's industry expertise and ancillary information systems solutions help these same firms liberate internal resources refocusing them on core business activities by automating labor-intensive functions such as payroll contribution, loans and distributions processing.
Envisage is a fifteen-year-old software company that has specialized in the provision of web-centric solutions to plan administrators for the past ten years. Consisting of a suite of licensed shelf software products each providing feature-rich experiences and extensive reporting functionality to the various audiences concerning TPAs, Envisage's Enveritus has been tried and tested by some of the industry's largest plan administrators. Currently, more than 800,000 plan participants are supported by Enveritus technologies.
Envisage recognizes that TPA firms often require custom application development and systems integration services complimenting the software products they license. As such, Envisage additionally offers hourly consulting services to plan administrators desiring Workflow process automation and / or other types of back-office enhancements.
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McKay Hochman Co., Inc. (MHCO) is one of America's most respected and recognized consulting firms serving the employee benefits field since 1979. The firm has built its reputation as an innovator in developing unique products and technical services to help clients establish and administer IRS-approved retirement plans. In addition, MHCO created a niche as an expert prototype plan mass submitter serving financial institutions, attorneys, accountants, and consultants. MHCO is also a premier provider of live regional and online learning programs for retirement plan professionals.
McKay Hochman is a division of Newkirk. Newkirk is a nationally known provider of printed and online communications for financial institutions, managed care organizations, and professional services firms.
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