Insights

Niche retirement Small firm specializing in retirement plan services with experienced staff (ASAs, CPCs, QKAs) presents an opportunity to upsell advanced actuarial and regulatory expertise to mid-market clients seeking robust retirement and benefits programs.

Integrated services Offer cross-sell of end-to-end retirement and employee benefits administration to accelerate client onboarding for employers adopting complex 401(k) and benefit plans, leveraging their in-house actuarial and plan administration capabilities.

Growth potential Revenue range indicates rising demand in retirement and benefits advisory; potential to scale through strategic partnerships or acquisitions with similarly focused firms seeking complementary capabilities.

Industry positioning Despite a small team, the firm competes in a market dominated by large brokers; position as a boutique, personalized retirement specialist to win clients prioritizing integrity and client satisfaction.

Digital readiness Current tech stack shows a basic, single-platform approach; opportunity to introduce modern benefits administration, data analytics, and client portal enhancements to improve efficiency and client experience.

CMC Retirement and Employee Benefits Specialists Email Formats	Example	Percentage
First@retireben.com	John@retireben.com	100%

CMC Retirement and Employee Benefits Specialists Email Formats

Example

Percentage

First@retireben.com

John@retireben.com

100%

Frequently Asked Questions

What is CMC Retirement and Employee Benefits Specialists's phone number?

You can contact CMC Retirement and Employee Benefits Specialists's main corporate office by phone at

+1-818-247-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CMC Retirement and Employee Benefits Specialists's official website and social media links?

CMC Retirement and Employee Benefits Specialists's official website is retireben.com and has social profiles on LinkedIn.

How much revenue does CMC Retirement and Employee Benefits Specialists generate?

As of September 2026, CMC Retirement and Employee Benefits Specialists's annual revenue is estimated to be $1M - $10M.

What is CMC Retirement and Employee Benefits Specialists's SIC code and NAICS code?

CMC Retirement and Employee Benefits Specialists's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CMC Retirement and Employee Benefits Specialists have currently?

As of September 2026, CMC Retirement and Employee Benefits Specialists has approximately 4 employees across 2 continents, including North America and Africa. Key team members include Head Of Distribution Department: S. E., Partner: C. G. and Territory Manager: S. A. Explore CMC Retirement and Employee Benefits Specialists's employee directory with LeadIQ.

What industry does CMC Retirement and Employee Benefits Specialists belong to?

CMC Retirement and Employee Benefits Specialists operates in the Investment Management industry.

What technology does CMC Retirement and Employee Benefits Specialists use?

CMC Retirement and Employee Benefits Specialists's tech stack includes FrontPage.

What is CMC Retirement and Employee Benefits Specialists's email format?

CMC Retirement and Employee Benefits Specialists's email format typically follows the pattern of First@retireben.com. Find more CMC Retirement and Employee Benefits Specialists email formats with LeadIQ.

CMC Retirement and Employee Benefits Specialists

Q: What is CMC Retirement and Employee Benefits Specialists's NAICS code?

CMC Retirement and Employee Benefits Specialists's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementUnited States2-10 Employees

CMC Retirement and Employee Benefit Specialists, Inc. operates in the investment management sector in the United States, providing a comprehensive suite of retirement plan services. The firm emphasizes ethical conduct and client satisfaction as central to its reputation. A small staff supports the operation, bringing specialized knowledge in retirement and employee benefit plans. Its team includes credentialed professionals such as actuaries, Certified Plan Consultants, and Qualified 401(k) Administrators who work with retirement and employee benefit programs. The company serves organizations seeking guidance and administration for their retirement plans and related employee benefits. Based in the United States, it positions itself within the investment management landscape as a focused specialist in retirement and employee benefits.

Insights

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