Why Are Financial Advisors Selecting CDM?
As a leader in open architecture retirement solutions, CDM offers financial advisors the resources and reliability needed to provide retirement plan sponsors and participants with the attention and assistance they deserve. The more you, the plan’s financial advisor, can do to help these individuals manage their critical responsibilities, the more effective you help make your client’s retirement program. CDM helps you deliver outstanding service and unparalleled resources to your retirement plan sponsors and participants. Partnering with CDM for your retirement solution enables you to offer the following distinctive features: • Open Architecture: There are no proprietary fund requirements in any CDM product. Through access to respected fund families and an array of asset classes, you and your clients can select an appropriately diversified investment lineup. • Single Point of Contact: Other service providers will claim to offer “Single Point of Contact” servicing. However, their service
