Dedicated Consultant

Single Point of Contact


CDM provides a service model whereby your CDM Plan Consultant serves as both relationship manager and plan administrator. You have a direct connection to the individual who is doing the work on your plan and who owns the entire relationship. This unique approach means CDM Plan Consultants work one on one with the Plan Sponsor and allows for in depth knowledge of each facet of your plan. It also makes for smooth communications between the Plan Sponsor and the CDM Plan Consultant.

CDM’s Plan Consultants take a proactive approach to client communications and are compensated based on outstanding service and accuracy—a distinctive philosophy that allows CDM to retain and reward the highest caliber individuals in the field. Our client retention rates are consistently above the industry average.

Qualified 401(k) Plan Administrator (The QKA Designation)

Your CDM Consultant maintains (or is actively pursuing) this important, highly regarded industry designation. Candidates must pass four separate exams, receive two letters of recommendation, and have at least two years of experience with qualified plans. Further, QKAs must sit for forty hours of continuing education every two years. Your CDM Consultant is a true industry professional.