Investment Team
We vet each of our financial partners to ensure that our members receive world-class solutions. As an independent nonprofit and fiduciary, our third-party service partners act in your best interest.
Newfront Retirement Services
Our 3(38) Investment Advisor:
Newfront acts as a 3(38) Fiduciary Investment Advisor to the CDG Board and is responsible for the selection and oversight of investment options offered in CDG’s qualified plans and IRAs. Their role as a fiduciary helps reduce fiduciary responsibility and liability for individual employers.
With a reputation for unbiased guidance, investment selection, and monitoring for Qualified Plans and institutional IRAs, Newfront is one of the top retirement plan advisors in the Bay Area.
Their investment “menus” simplify decision-making, minimize redundancy, and help investors focus on the elements that will have the most impact on their long-term investment success — asset allocation and risk management.
Retirement Administration, Inc.
Third-Party Administration
An experienced third-party administrator, Retirement Administration, Inc, specializes in the design and implementation of qualified pension and profit sharing plans for business and professional organizations like CDG.
In addition, Retirement Administration works with CDG to perform federally-mandated compliance tests. This ensures your plan is compliant and adheres to necessary guidelines.
Charles Schwab
Custodian of 401(k) Plan Assets
Charles Schwab is a leading financial institution with over $6.5 trillion in total client assets. Schwab is the custodian for the CDG retirement plan. As custodian, Schwab holds and safeguards plan assets, provides daily pricing, executes nightly trades and processes all participant payments with associated tax reporting.
NWPS
Record Keeper for Qualified Plans
NWPS provides retirement plan record-keeping, administration, actuarial, consulting, compliance and participant services to over 1,100 companies with 450,000 participants and $45 billion in retirement savings.
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. They aggregate, reconcile and process trust and custodial transactional data in a highly automated environment. Matrix Trust Company retains an independent, certified public accounting firm to SSAE18 internal audits of its procedures and controls.
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. Services available include:
- Investment Management
- Financial Planning
- Risk Management
Questions? Contact us for a no-obligation analysis.
