CMC Interactive

Retirement Plan Solutions

  • About
  • Services
  • Contact
  • |
  • Resources
  • Login
  • Request Proposal

About CMC interactive

Since CMC Interactive, LLC (CMC) was founded in New York City in 2001, it has focused solely on servicing employer sponsored retirement plans.

History

CMC’s four principals have been serving retirement plans, their sponsors, and participants since 1980. CMC is headquartered in downtown Manhattan.

What Defines CMC

CMC’s hands on experienced leadership drives efficient operations, creating more time to deliver superior professional services.

Efficient Operations and Support Staff

CMC has one of the most streamlined practices in the industry. This structure allows CMC to complete assignments accurately and deliver solutions as quickly as possible.

Outstanding Professional Services for Plan Sponsors

CMC’s experienced team works closely with plan sponsors. Customized solutions are provided to fit the unique needs of each company and participant population. CMC takes the time to determine the best options for each plan and participant group, and then explain each option in detail to the plan sponsor until they are comfortable with all recommendations.

Participant Support and Education

CMC’s professionals provide participant messaging and communications during in-person or online meetings. Ongoing support is also provided by phone or via email.

Flexible Investment Options

Plan sponsors have single-source access to vast investment choice and flexibility, with no proprietary fund requirements. With hundreds of fund families to choose from, participants enjoy a solid core of investment options drawn from America’s best-known mutual fund companies, without loads or transaction fees.

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)
  • 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

Leadership

All four leaders take pride in their continued involvement in managing the firm and shaping CMC’s vision for the future.

  • CMC Interactive Michael Calandra
    Michael E. Calandra

    Read More

    Co-Founder/Principal of CMC Interactive, LLC (2001),
    CMC Advisors, Inc. (2001) and TCR Development, LLC (2006)

    Experience

    Over 35 years in the retirement plan services industry
    Appointed Member, Relius Executive Board (since 2004)

    Education

    Baruch College, New York, NY – Bachelor of Arts, Psychology (1980)

    Areas of Responsibility

    • Technology
    • Relationship Management

    Outside of Work

    Michael lives on Long Island with his wife, Pam. His daughter, Ashley, and son, Michael, live nearby in Manhattan. When the weather permits, you can find Michael on the golf course at his club, or relaxing by his backyard pool.

  • CMC Interactive Amar Medjid
    Amar Medjid

    Read More

    Co-Founder/Principal of CMC Interactive, LLC (2001),
    CMC Advisors, Inc. (2001) and TCR Development, LLC (2006),
    Principal/Founder of Benefits Consulting Group, Inc. dba The Actuarial Planning Group, Garden City, NY (1993-2001)

    Experience

    Over 30 years in the retirement plan services industry

    Education

    St. John’s University, Queens, NY – Bachelor of Science, Math (1985)

    Designations and Licenses

    • Enrolled Actuary (EA)
    • Member, American Academy of Actuaries (MAAA)
    • Member, American Society of Pension Actuaries (ASPPA)
    • Series 66

    Areas of Responsibility

    • Actuarial services
    • Plan Administration

    Outside of Work

    Amar lives on Long Island with his wife, Ellen, and three children, Amanda, Jennifer, and Daniel. Most evenings and weekends he can be found out on a sports fields watching his children’s games or practices. In his free time, he also enjoys skiing and running.

  • CMC Interactive Patricia Carabello
    Patricia (Trish) E. Carabello

    Read More

    Co-Founder/Principal of CMC Interactive, LLC (2001),
    CMC Advisors, Inc. (2001) and TCR Development, LLC (2006)

    Experience

    Over 20 years in the retirement plan services industry
    Charles Schwab Trust and Custody Advisory Board Member (2012-2015)

    Education

    Lafayette College – Easton, PA – Bachelor of Arts in Economics/Business and Psychology (1996)

    Designations and Licenses

    • Series 65

    Areas of Responsibility

    • Finance
    • Human Resources
    • Office Operations
    • Marketing
    • Compliance

    Outside of Work

    Trish lives in Manhattan with her husband, Joe, and daughter, Julia. She spends her free time participating in outdoor activities including snowboarding, skiing, hiking, SCUBA diving and running; she has completed four marathons, most recently the New York City marathon (November 2014).

  • CMC Interactive Michael Berg
    Michael D. Berg

    Read More

    Principal of CMC Interactive, LLC (2001) and CMC Advisors, Inc. (2001),
    Principal/Co-Founder of TCR Development, LLC (2006)

    Experience

    Over 20 years in the retirement plan services industry.

    Designations and Licenses

    • Series 65

    Areas of Responsibility

    • Investment Advisory services
    • Client relationship management
    • New business development

    Outside of Work

    Michael lives in Park Slope, Brooklyn and spends as much time as possible with his son, Jake. Takes full advantage of the New York City culinary scene. He is also a long suffering fan of the Jets and Knicks.

CMC Interactive Logo

Copyright © 2023 CMC Interactive, LLC

  • Disclosures
  • Privacy
  • Site Map

Get In Touch

info@cmcinteractive.com
(212) 402-1850
(888) 828-1341
  • Facebook
  • LinkedIn
  • Twitter

Find Us

CMC Interactive, LLC
75 Broad Street, Suite #2200
New York, NY 10004

Learn More

  • Home
  • About
  • Services
  • Resources
  • Login