Mid-Atlantic focus Target plan sponsors in the mid-Atlantic region where CDM Retirement Consultants is nationally recognized, emphasizing their expertise in open architecture retirement plan solutions for 401(k) and 403(b) programs.

Sizable revenue Leverage their $25M–$50M revenue base to position premium RFP responses, upsell services such as plan design optimization, fiduciary support, and participant education programs.

Growth potential Capitalize on a lean employee base (11–50) by offering scalable, hands-on implementation and managed services that reduce internal workload for plan sponsors without sacrificing service quality.

Technology touchpoints Align sales pitches with CDM’s tech stack (WordPress, analytics, SEO tooling) to propose digital engagement enhancements, portal integrations, and data-driven participant communication strategies.

Competitive landscape Position CDM relative to larger peers by highlighting local/regional advantages, personalized service, and open architecture flexibility to win RFPs against big incumbents.