Administration

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.

Are you ready to have us analyze the plan you have in place?

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 the receptionist to administrative assistant, to guarantee that you receive a consistent level of service anytime you contact our office.

how can we help you?

Contact us at the CPD offices or submit a business inquiry online.

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

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Mitchell Wolk
Owner, Mitchell Wolk

Do you know what the penalties are when a plan is disqualified?