Company founded
1966
If you determine that CDG meets the needs of your financial future, we work with you to develop a plan that matches these needs.
There is no charge to establish a plan with CDG and we provide annual testing, Form 5500 filing, EGTRA updates, and many other services as part of our platform, at no additional cost.
We provide ongoing counsel for your retirement investments, pensions, 401(k) administration, IRAs and more—as well as keep you apprised of current trends and topical issues that may affect your portfolio.