CMC adds value to your retirement plan

Coordinating all aspects of your solution.

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Services

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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

Solutions

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

Trading and Custody

Mid Atlantic

Custody

Fidelity

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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!