Better Retirement Plan Solutions

for employers, employees and advisors

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Efficient Operations

CMC is structured to be one of the most streamlined companies in the industry.

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Outstanding Professional Services

Customized solutions are provided to fit the unique needs of each company.

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Flexible Investment Options

Plan sponsors have single-source access to vast investment choice and flexibility.

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Participant Support

CMC’s professionals provide participant messaging and communications.

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Why CMC?

CMC Interactive team
Members of the CMC team are credited with the following:
  • Enrolled Retirement Plan Agents (ERPAs)
  • Qualified Pensions Administrators (QPAs)
  • Members, American Society of Pension Professionals & Actuaries (ASPPA)
  • Qualified 401(k) Administrator (QKA®)
  • Enrolled Actuary (EA)
  • Members, American Academy of Actuaries (MAAA)
  • Series 65 and 66 registrations
  • Schwab Trust and Custody Advisory Board Member
  • Relius Executive Board Member
  • Charles Schwab Retirement Business Services recognition awards For Growth in Net New Assets
  • Select member of the Schwab Retirement Network

$1.5 Billion +

Total Assets

Under Administration

500 +

Number of Plans

Under Administration

Why CMC?

While many of CMC’s competitors offer services unrelated to retirement plans, or sell products such as insurance, CMC’s experienced principals and professionals focus solely on servicing company sponsored retirement plans and their participants.

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Start building a better retirement plan today!