CMC adds value to your retirement plan

Coordinating all aspects of your solution.

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Daily Recordkeeping Services
  • Account details (balances, transactions) for participants and plan sponsors
  • Change account — personal information, investment elections, transfers, realign balances
  • Payroll center — straight through processing
  • Online planning tool
  • Investment profiles & prospectuses
  • Withdrawal & loan requests
  • On demand statements for participants
  • On demand reporting for plan sponsors
  • Personal rate of return


CMC provides retirement plan trading, custody, trustee and paying agent solutions through our trusted vendors.

Trading and Custody

Mid Atlantic




Who We Serve

CMC adds value to your retirement plan, coordinating all aspects of your solution.

Typical CMC Plan Profile
  • Plans range in size from start-ups to $100 million +
  • One to 1,000 participants per plan
  • 401(k), Profit Sharing and Defined Benefit Plans
  • Clients located nationwide

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Plan Sponsors

CMC provides comprehensive retirement plan solutions to plan sponsors, serving as a single point of contact to coordinate all aspects of your retirement plan needs including administration, daily recordkeeping, custody/trustee/paying agent services and investment advice.

CMC Plan Advisors

Plan Advisors

CMC works with retirement plan advisors to provide a comprehensive package to plan sponsors. Through our affiliated technology company, CMC provides advisors with access to PlanAdvisor, a software solution that makes servicing their plans easier, while enhancing the value they provide to sponsors.

Let Us Help You

Start building a better retirement plan today!