Serving as the Record Keeper for Qualified Plans, Empower offers investment, wealth management, and retirement solutions, assisting nearly 18 million individuals in planning for retirement. Their innovative technology provides clear insights into current finances and future projections.

As a Third-Party Administrator and IRS-designated 3(16) fiduciary, Finway Group is dedicated to enhancing the operation and effectiveness of clients’ retirement plans. With over 20 retirement plan experts, they serve more than 350 clients nationwide, managing over $500 million in assets and aiding over 20,000 Americans in securing their retirement.

Acting as a 3(38) Fiduciary Investment Advisor, Newfront oversees CDG’s Pooled Employer 401(k) plan, reducing employers’ responsibility and liability in investment selection and monitoring.

Our CBP administration team ensures actuarial compliance, customized plan designs, and optimal tax advantages for high-earning dental professionals. These plans provide significantly higher contribution limits, structured growth, and employer-funded retirement solutions.

As the custodian of our IRA accounts, Matrix Trust Company provides automated trust, custody, and agent services for Qualified and Non-Qualified Retirement Plans. With over 50 years of trust experience, they are a Colorado state-chartered trust company rooted firmly in the financial services market.

Responsible for IRA record-keeping and account services, IRALOGIX brings innovation, advanced technology, and IRA expertise to help clients manage their accounts effectively.

The financial professionals at INTERSECT Capital collaborate with CDG account holders to manage, grow, and protect investment assets. They assist members in identifying financial goals and developing investment strategies to achieve them.