Administration

One-stop shop vendors, have a one-track mind; collecting and managing assets. Plan administration is low on their list of priorities. CPD, on the other hand, does not sell product nor collect assets. Our professional, experienced Retirement Consultants make the process easy and efficient. You will deal with people who are intimately familiar with your company and your plan and add immediate value.

Our Retirement Consultants attend numerous continuing education courses throughout the year to stay up-to-date with all legislative changes that may affect your plan. In addition, we educate all levels of staff, from receptionist to administrative assistant, to guarantee that you receive a consistent level of service anytime you contact our office.

Regulatory/Compliance Issues
When legislative, regulatory or legal changes impact your retirement plan, you need specific guidance tailored to your situation. Whether it’s dealing with 401(k) issues, problems with Form 5500 or challenges associated with the Pension Protection Act of 2006, you can rely on CPD as your regulatory and compliance experts.

FAQ

PROTECTING THE FUTURE
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REAL PERSPECTIVE
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