CWM Retirement Plan Services, LLC
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CWM Retirement Plan Services, LLC

11 Foster Street, Suite 200
Worcester, MA 01608

Contact: Stephen Dilanian, CPFA
Phone: (508) 749-3666




At CWM Retirement Plan Services, LLC, we pride ourselves on providing cutting edge retirement plan design and platform solutions to both improve the participant and sponsor experience.

As an independent consulting firm, we have the ability to provide you with the independent, objective advice that you need to effectively run a company retirement plan. Unlike most plan consultants, we have the ability to work with virtually any retirement plan platform and have no proprietary products. In fact, we often find that we can solve many of the issues with a company plan without changing its retirement plan provider.

CWM tailors each retirement plan to the individual company and its needs, and we don't believe that one size fits all.  Whether you’re looking to create a startup plan to retain and reward good talent, or you are trying to achieve significantly higher tax deductions through more specialized Profit Share/Cash Balance/Defined Benefit plan designs, we have the ability to streamline the administrative processes for you.

Finally, our dual focus on administration and pension consulting also gives you the ability, if you choose, to utilize our services without disturbing your existing relationships with other plan providers.  We'd love to chat a little further to learn a bit more about your company and to help determine how we might be able to assist in your efforts.

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