Wiz Bang Participant Websites Not a Panacea
While service providers spend millions on websites, old fashioned participant counseling moves the needle.
CDM Retirement Consultants is pleased to announce the launch of their new Participant, Plan Sponsor and Advisors website. The new Participant site enhancements include My Dashboard – immediately presenting the most important components of their account to participants, My Retirement Analysis – an extremely robust, integrated wealth management platform, SmartPlan – a series of step by step interactive videos designed to engage the participant in both the enrollment and plan maintenance process, and a host of other features and benefits. The Plan Sponsor and Plan Advisor websites also received significant upgrades. If you have any questions or to schedule a web demonstration, please call 800-539-6554 or email info@cdmretirement.com
CDM Retirement Consultants provides retirement plan recordkeeping, administration, consulting, compliance and participant services. In 2015, CDM joined forces with Northwest Plan Services. Together our firms deliver services to over 1,000 clients with 300,000 participants and over $24 billion in retirement savings. We are an independent organization and are not in the money management, investment advisory or trust business.
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It all starts with a conversation to understand each client’s history, goals, challenges and constraints. From there we can implement a plan that meets your specific needs.
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CDM operates with a unique “Single Point of Contact” philosophy. Every step of the process, from plan design to plan administration, is carried out by the Plan Sponsor’s own dedicated CDM Consultant.
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Once your new retirement plan is in place, CDM stands ready to serve as your ongoing resource for all aspects of plan administration.
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While service providers spend millions on websites, old fashioned participant counseling moves the needle.
The Church of the Brethren Puts Their Trust in NWPS.