CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.
Since CMC Interactive, LLC (CMC) was founded in 2001, it has focused solely on servicing employer sponsored retirement plans. CMC’s four principals have been serving retirement plans, their sponsors, and participants since 1980. All four leaders take pride in their continued involvement in managing the firm and shaping CMC’s vision for the future.
CMC’s hands on experienced leadership drives efficient operations, creating more time to deliver superior professional services.
CMC’s experienced team works closely with plan sponsors. Customized solutions are provided to fit the unique needs of each company and participant population. CMC takes the time to determine the best options for each plan and participant group, and then explain each option in detail to the plan sponsor until they are comfortable with all recommendations.
While many of CMC’s competitors offer services unrelated to retirement plans or sell products such as insurance, CMC’s experienced principals and professionals focus solely on servicing company sponsored retirement plans and their participants.
Members of the CMC team are credited with the following:
• Enrolled Retirement Plan Agents (ERPAs)
• Qualified Pension Administrators (QPAs)
• Qualified 401(k) Administrators (QKAs)
• Members, American Society of Pension Professionals & Actuaries (ASPPA)
• Enrolled Actuary (EA)
• Member, American Academy of Actuaries (MAAA)
• Series 65 and 66 registrations
• Schwab Trust and Custody Advisory Board Member
• Relius Executive Board Member
CMC Stats -
Total Assets Under Administration - > $1.5 Billion
Number of Plans Under Administration - > 500
Typical CMC Plan Profile -
Plans range in size from start-ups to $100 million +
One to 1,000 participants per plan
401(k), Profit Sharing and Defined Benefit Plans
Clients located nationwide
Company Details
- Employees
- 7
- Founded
- -
- Address
- 433 Plaza Real,
- Phone
- (212) 402-1850
- in****@****ive.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cmcinteractive.com
- HQ
- Boca Raton, Florida
- Competitors
- Valkyrie Enterprises, United Benefit Pensions, a Strongpoint Partner, Creative Pension Consultants, Inc., Creative Pension Plans, Inc., Plantrs, Farmer & Betts, Inc., KODA Technologies Inc., Verity Integrated Systems, Inc., Nicholas Pension Consultants, Stradigi | AI Automation for Small Businesses.
Cmc Interactive, Llc Questions
Cmc Interactive, Llc's helpline number is (212) 402-1850
Cmc Interactive, Llc's website is cmcinteractive.com
Cmc Interactive, Llc's LinkedIn profile is https://www.linkedin.com/company/cmc-interactive-llc
Cmc Interactive, Llc has
7 employees.
View email and phone details for 7
employees at Cmc Interactive, Llc.
Cmc Interactive, Llc's industry is
Financial Services
Cmc Interactive, Llc's top competitors are
Valkyrie Enterprises,
United Benefit Pensions, A Strongpoint Partner,
Creative Pension Consultants, Inc.,
Creative Pension Plans, Inc.,
Plantrs,
Farmer & Betts, Inc.,
Koda Technologies Inc.,
Verity Integrated Systems, Inc.,
Nicholas Pension Consultants,
Stradigi | Ai Automation For Small Businesses.
Cmc Interactive, Llc's support email address is info@cmcinteractive.com
Cmc Interactive, Llc's categories are Financial Services
Cmc Interactive, Llc's founding year is 2001
