Investment Team
401(k) Profit Sharing Team
Empower
Record Keeper for Qualified Plans
Empower’s investment, wealth management, and retirement solutions help nearly 18 million people plan and prepare for retirement. The firm’s innovative technology tools provide a clear and simple understanding of where plan participants’ finances are today and help project where they are headed in the future.
Finway Group
Third-Party Administration
The Finway Group is an IRS designated 3(16) fiduciary. With more than 20 retirement plan experts, the Finway Group is dedicated to improving the operation and effectiveness of our clients’ retirement plans. Today, Finway serves more than 350 clients nationally, represents more than $500 million in assets, and is helping more than 20,000 Americans save for a secure retirement — including CDG qualified plan participants.
Newfront Retirement Services
3(38) Plan Advisor
Newfront acts as a 3(38) Fiduciary Investment Advisor to CDG’s Pooled Employer 401(k) plan and alleviates the employer’s responsibility and liability the selection and monitoring of investments.
IRA Administration
Matrix Trust Company
IRA Custodian
As the custodian of our IRA accounts, Matrix Trust Company provides automated trust, custody and agent services for Qualified and Non-Qualified Retirement Plans. Matrix Trust Company is a Colorado state-chartered trust company. With over 50 years of trust experience on their management team, their roots are planted firmly in the financial services market.
IRALOGIX
IRA Record-Keeping and Account Services
Provides the IRA record-keeping and account servicing for our IRA program. The firm brings innovation, advanced technology, and IRA expertise to help clients better manage their accounts.
INTERSECT Capital, LLC
Financial Consultant Services
The financial professionals with INTERSECT Capital work with CDG account holders to manage, grow and protect their investment assets. In addition, INTERSECT Capitol professionals help our members identity their financial goals and objectives, and develop an investment approach designed to achieve them.
Questions? Contact us for a no-obligation analysis.
