CMC adds value to your retirement plan

Coordinating all aspects of your solution.

Request Proposal


CMC record keeping background image
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

Schwab - CMC Firm Profile

Schwab Plan Sponsor

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Brokerage products and services are offered by Charles Schwab & Co., Inc. Member SIPC; Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC.

The firms listed above are solely responsible for the accuracy of the firms’ content contained in this information sheet. The firms are independent of Schwab and are not employed by Schwab or acting as Schwab’s agents. Charles Schwab Trust Bank does not guaranteed.

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

CMC custody background image

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!