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.

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.
Michael E. Calandra
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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.
Amar Medjid
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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.
Patricia (Trish) E. Carabello
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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).
Michael D. Berg
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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.