The Vanderbilt case calls cross-selling into serious question. So much for participant data mining!
We Handle The Boring Stuff
Retirement Plan Recordkeeping & Administration
Clients Don't Like Surprises
We Provide Hassle Free 401k Administration
We Are Obsessed With Counting Pennies
Keeping Clients' Accounts in Balance Since 1998
Special News: CDM launches new Participant, Plan Sponsor and Advisor websites!
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 firstname.lastname@example.org
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.
See Our Full List of Services
CDM Hosts Luncheon with Keynotes from American Century and Smith & Downey
Testimonials / What Our Clients & Partners Say
- This is so exciting! Thank you to you and your team for making this transition so seamless. It provides peace of mind knowing we are in very capable hands and look forward to a long partnership.
- I'm so glad that we are staying with CDM. You guys are fantastic . . . pat yourself on the back. You do a fabulous job and keep us all in tow.
- It’s so refreshing to deal with such a clearly competent person! You have made this process move along with ease during every step of the way. You’ve certainly been an asset to CDM, and have really demonstrated how professional and helpful CDM can be. It is most appreciated.
- I have to tell you that your customer service/response time is absolutely amazing and enviable. I only wish that I could provide such a high level of service so consistently. Thank you again.