Dan Levis's Contact Details

Dan Levis's Company Details

CDM Retirement Consultants, Inc.

Towson, MD, US • 20 - 49 Employees
Financial Services

NWPS is an independent firm providing retirement plan services to plan sponsors and financial advisors since 1994. We do not provide investment advisory services. We are strictly fee for service and full disclosure.We help Plan Sponsors efficiently and effectively operate retirement plans so that their participants can be ready for retirement. Our clients focus their time and energy on achieving their goals rather than administering their plans. Shift from admin to a focus on plan design, retirement readiness, communication and education. Get to the thing that matters most – retirement readiness.We have grown to 1,000 clients with over 400,000 participants and more than $35.0 Billion in assets by providing bulletproof services to clients with complex retirement plans large or small. We use FIS'​ industry leading Relius and Omni recordkeeping systems in an ASP model for industrial scale availability, security, backup and disaster recovery. Participants have full access to and control over their retirement plans via web, mobile, VRU and live phone support modules.Plan types include 401(k), Defined Benefit Pension, Cash Balance, 457, 403(b), Taft-Hartley, Church, Tribal, company stock, profit sharing and all other types of retirement plans.