PLAN SPONSORS
If you are ready see a CDM proposal for your retirement plan, please select whether you need a new plan or have an existing plan.
Why Are Retirement Plan Sponsors Selecting CDM?
Second only to your organization's health care program, recent research has shown that a well designed and skillfully structured retirement plan program is a key component of an employee's decision to join an organization and then remain in that organization over time.
Today's employee retirement plans are not as complicated as they may seem on the surface, nor do they have to be difficult to establish and maintain - if you choose to work with experienced professionals who have your best interests in mind and take the time to understand your goals and expectations.
CDM provides you with choices, guidance, and solutions to fit your personal and plan-level needs.
Choices: There is no "one-size-fits-all" retirement plan. CDM offers a wide array of plan types, and offers what is widely referred to as "Open Architecture" as the basis for plan investments. Through open architecture, plan sponsors have access to an almost unlimited number of mutual fund families from which to select the plan's investment options.
Guidance: Other service providers will claim to offer "Single Point of Contact" servicing. However, their service model requires the relationship manager to rely on other departments for retirement plan expertise and assistance. At CDM, each plan is assigned an experienced CDM Plan Consultant. This individual is responsible not only for the day-to-day contact with you and your client, but also for the administration and record keeping of the plan, as well as consultative services.
Solutions: Sponsoring a retirement plan is only half of the equation. Maintaining the plan, educating participants, and making sure that plan design consistently meets your organization's goals are all critical components of a successful retirement program. CDM offers plan sponsors and their financial advisors the resources necessary to address these items, including enrollment and educational materials, legislative updates, timely notifications, a comprehensive website, and much more.
For more information about CDM's products and services, please contact Chip Earle, Principal, at 800-539-6554 or cearle@cdmretirement.com.
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